OPR Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OPR Investment Services, LLC operates solely as a solicitor, referring potential investors to third‑party registered investment advisers (the brochure cites firms such as Morgan Stanley Smith Barney) and expressly does not provide direct investment advice or manage client accounts. The firm conducts due diligence on prospective third‑party advisers and provides clients with a Client Disclosure Agreement, while not participating in day‑to‑day servicing or taking custody of assets.
In matching clients to third‑party advisers, OPR considers clients’ stated financial and investment goals and relies on the receiving adviser for ongoing portfolio management and reporting. Compensation for referrals is paid by the third‑party advisers as a share of their advisory fees; OPR discloses this arrangement, acknowledges the potential conflict of interest, and maintains written supervisory procedures and a Code of Ethics.
A distinctive aspect of OPR is its affiliation with an accounting practice: the firm’s president is a Certified Public Accountant who devotes the majority of his time to Olsen & Associates and performs solicitation activities for OPR on a limited basis. Unlike most independent advisory firms, OPR does not offer portfolio management for individual clients, does not use percentage‑of‑assets‑under‑management fee arrangements, and does not operate as a conventional adviser to non‑high‑net‑worth retail clients.
Client services
Main office
2127 Espey Court, Suite 110
Crofton MD 21114
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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