A complete list of active advisors currently associated with Olympia Advisors LLC

Warmer can help you find a great advisor at Olympia Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Olympia Advisors 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.