OH Cap Asset Management

Oh CAP Asset Management is a fee-only, independent advisory firm that provides financial planning and portfolio management primarily for individual clients, and it also accepts small business and corporate clients. The firm additionally serves other registered investment advisers in an outsourced consulting capacity and provides portfolio management for institutional clients, roles that are uncommon for a solo practitioner of its size.

The firm’s investment process combines fundamental, technical, and cyclical analysis with quantitative techniques and Modern Portfolio Theory–inspired optimization, using proprietary models implemented in MATLAB and Python. Risk assessment tools such as Conditional Value at Risk (CVaR) are integrated into planning and portfolio construction, and the firm may employ market timing signals, options, or short positions where appropriate while managing accounts on either a discretionary or non‑discretionary basis.

What separates this firm from many peers is the combination of a very small client base and regulatory assets under management with capabilities typically found at larger shops — including outsourced model design, market-timing and portfolio risk-management consulting for other advisers and institutions. The firm’s principal holds advanced quantitative credentials (a CFA charter and a master’s in financial engineering) and emphasizes computational and CVaR-driven risk analysis in its investment and planning work.