Austin, TX Office

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.