Olympia Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, delivering ongoing portfolio management that uses ETFs, mutual funds and, occasionally, individual stocks and bonds. As of December 31, 2025 the firm reported about $33.8 million in assets under management for a small number of advisory clients and manages portfolios with continuous oversight and rebalancing.
The firm structures portfolios around client goals, documented risk tolerance and an asset-allocation framework between equities and fixed income, employing both fundamental and technical analysis in security selection. Investment implementation typically emphasizes ETFs and mutual funds with a generally low‑turnover, long‑term orientation while allowing short‑term trades when warranted; tax efficiency is considered but not the primary objective.
Noteworthy features include a $500,000 account minimum and a concentrated client roster, which support more customized and closely supervised relationships than many independent peers that serve broader retail populations. The firm requires custody at a specified custodian (Charles Schwab & Co.), does not accept soft‑dollar or external sales compensation, leaves proxy voting to clients, and is led by a principal with a CFA designation and prior institutional portfolio management experience despite the firm’s recent formation.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01+: 0.60% annually
Account minimum: $500,000 (may be lowered or waived in certain instances) Fee-only: Annual asset management fees based on tiered percentage of assets under management as specified above.
Main office
Greenville SC
Advisors at this office
1
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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