OT Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 2 employees
About
OT Advisors LLC is an SEC‑registered adviser that provides discretionary portfolio management as both a primary adviser and sub‑adviser to exchange‑traded funds and to separately managed accounts, and it also offers investment consulting and subscription research services to institutional investors and fund sponsors. The firm reports approximately $1,036,227 in regulatory assets under management (as of July 27, 2026) and manages all reported assets on a discretionary basis.
OT describes an active, frequently traded approach that can use derivatives, options, leveraged and inverse ETF strategies and commodity interests, and it tailors SMA portfolios to client objectives within the parameters of each account and fund prospectus. SMA services have an initial account requirement and the firm provides impersonal consulting/research to institutional clients rather than trade execution for consulting engagements.
OT accepts performance‑based fees for eligible SMA clients and serves investment companies directly by acting as adviser or sub‑adviser to its sponsored Opportunistic Trader ETF, arrangements that create fund clients and side‑by‑side management considerations. The firm is small and founder‑centric: its CEO/CIO maintains other investment‑related businesses (including a long‑running subscription investment news service) and a related insurance agency (Banyan Global Insurance) is under common control, all of which the firm discloses as potential conflicts and operational concentration risks.
Client services
Expertise
Occupation focus
Fee options
1.5% of assets under management (SMA management fee)
20% of the capital appreciation of the SMA portfolio (performance fee applicable to qualified clients)
Investment consulting fees generally range between $5,000 to $10,000, billed monthly in arrears; Research services up to $5,000 per month
Account minimum: $250,000
Main office
7284 W Palmetto Park Road, Suite 303
Boca Raton FL 33433
Advisors at this office
1
Most active in
Florida
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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