A complete list of active advisors currently associated with Oliver Luxxe Assets LLC

Warmer can help you find a great advisor at Oliver Luxxe Assets LLC or one who fits your needs even better.

Oliver Luxxe Assets LLC provides financial planning, investment consulting, and portfolio management services to a mix of individual and institutional clients, including investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, other investment advisers and family offices. The firm manages approximately $982 million in client assets across several hundred client relationships and delivers services under written advisory agreements. OLA’s investment process begins with a multi‑factor proprietary quantitative screening intended to reduce behavioral bias, followed by bottom‑up fundamental research; implemented strategies include Core Equity, Select Equity, Small/Mid‑Cap, Small‑Cap, and a Buffered Dividend Income approach. The firm uses ETFs, third‑party managers, sub‑advisers and model portfolios to construct diversified allocations and typically manages most client assets on a discretionary basis. Noteworthy for a team‑sized adviser, OLA also acts as an investment manager to private pooled vehicles (Carapace Fund, LLC, a Delaware multi‑series fund) and is affiliated through minority ownership with Carapace Financial Advisors, LLC, arrangements the brochure discloses as creating potential conflicts of interest and specific fee treatments for investors in those affiliated funds. The firm further discloses that certain supervised persons are registered representatives of a broker‑dealer and licensed insurance agents, which may result in additional conflicts when recommending brokerage or insurance products.

To learn more about the advisors currently working at Oliver Luxxe Assets 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.