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 to a mix of individual and institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, other investment advisers and family offices. The firm manages client portfolios on both a discretionary and non‑discretionary basis and also advises on held‑away assets, employer‑sponsored retirement plan investments, variable annuities and other investment products. OLA’s investment process begins with a multi‑factor proprietary quantitative screening to identify investment candidates, followed by fundamental, bottom‑up research; its strategies include Core Equity, Select Equity, Small/Mid Cap, Small Cap and Buffered Dividend Income and typically combine individual equities, fixed income, ETFs and third‑party managers. The firm implements many strategies through proprietary model portfolios, may employ sub‑advisers, and uses trade aggregation and rotation practices to manage execution. Distinctively, OLA advises privately offered pooled investment vehicles and serves as an investment manager to multi‑series private funds organized under Carapace Fund, LLC, reflecting an affiliation with Carapace Financial Advisors LLC that the firm discloses as a potential conflict when recommending affiliated funds. With roughly $1 billion in assets under management, the firm also uses direct‑debit fee arrangements and limited‑custody standing letters of authorization as part of its operational structure.
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.
You can also browse Oliver Luxxe Assets LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Gladstone, NJ
| 9
| |
Gladstone, NJ
| 24
| |
Austin, TX
| 40
| |
Gladstone, NJ
| 14
| |
Gladstone, NJ
| 3
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)