A complete list of active advisors currently associated with Olesky Capital Management, LLC

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Olesky Capital provides discretionary investment management focused on global strategic asset allocation for individuals, retirement plans, trusts and investment partnerships, reporting $63.7 million in assets under management for 19 client accounts as of December 31, 2025. The firm states its approach generally performs better with clients who can allocate at least $1,000,000 to a managed account and offers tailored portfolio design and annual client reviews following an initial planning process. The firm’s investment process emphasizes long-term analysis of returns, volatilities and correlations — including behavior during periods of market stress — to construct broadly diversified, relatively low-volatility portfolios that are primarily implemented with exchange-traded funds and managed on a discretionary basis. Portfolios are rebalanced on a schedule and when allocations materially deviate from strategic weightings, and accounts are reviewed at least weekly by the firm’s principal for performance and drift. Noteworthy distinctions include the firm’s work with retirement plans and investment partnerships that can resemble institutional-style mandates, a service mix that is less common among independent advisors of this size, and an intentionally small client roster that implies relatively large account sizes and individualized management. The principal also maintains a faculty role at a university, allocating a significant portion of time to teaching, which is an atypical arrangement compared with many peers.

To learn more about the advisors currently working at Olesky Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.