A complete list of active advisors currently associated with Olympus Capital, LLC

Warmer can help you find a great advisor at Olympus Capital, LLC or one who fits your needs even better.

Olympus Capital, LLC provides asset management and financial planning primarily to individual and high‑net‑worth clients and also offers retirement plan consulting and participant education. Services are offered on both discretionary and non‑discretionary bases and include management of custodial accounts as well as standalone financial planning engagements. The firm employs a mix of charting, fundamental and technical analysis to build and rebalance portfolios tailored to client objectives, using equities, ETFs, mutual funds, fixed income and real estate funds among other instruments. Olympus offers both wrap and non‑wrap account structures and uses a third‑party platform to manage “held‑away” defined contribution assets on a discretionary basis while avoiding direct custody of client credentials. A relatively small advisory team (two advisors, roughly 80 clients and approximately $55 million in AUM) distinguishes its operational scale and client contact model. Olympus’ advisory representatives may also act as licensed insurance agents who receive commission compensation for life, disability, health and long‑term care products (a disclosed conflict of interest), the firm requires client authorization for fee deductions from custody accounts and provides itemized invoices when fees are withdrawn.

To learn more about the advisors currently working at Olympus Capital, 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.