Oracle Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services, retirement planning and income tax preparation exclusively to individual clients, and charges asset‑based advisory fees in line with common independent practices. It operates as a small, single‑advisor practice serving a limited number of households.
Investment management is performed on a non‑discretionary basis: the firm tailors portfolios to each client’s goals and risk tolerance, uses both fundamental and technical analysis, and recommends trades and rebalancing that are implemented only with client approval. Client accounts are monitored on an ongoing basis and reviewed formally each quarter, with quarterly account reports provided to clients.
Notably, the firm’s assets are managed primarily non‑discretionarily (an uncommon arrangement among peers) and the firm is deemed to have custody solely because some clients authorize direct deduction of fees; the brochure describes specific safeguards such as written client authorization, itemized invoices and custodian notices. The principal’s background includes prior broker‑dealer registrations (Series 6, 7, 63 and 65) and the practice allocates a portion of time to preparing client tax returns, a combination of services that is atypical for a firm of this size.
Client services
Expertise
Fee options
$0 - $1,000,000: 1% annually $1,000,001 - $6,000,000: 0.75% annually $6,000,001+: 0.50% annually
Minimum fee: $500 minimum annual fee Fee-only: Annual asset-based fee, payable quarterly in arrears; no commissions or performance fees
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Oracle Financial Group · Oracle Financial Group, Inc.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Forms ADV
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