The Olympia Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,192,562
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
3
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$730,854
About
The Olympia Group LLC provides ongoing portfolio management to individual and high‑net‑worth clients and also serves institutional clients. In addition to discretionary portfolio management, the firm offers sub‑advisory arrangements and research‑only consulting to other registered investment advisers.
The firm combines fundamental, quantitative, cyclical and technical analysis and documents client objectives in an Investment Policy Statement to guide implementation. Its investment toolkit includes long‑ and short‑term strategies, options, margin and short sales, and its sub‑advisory work can employ a focused “cigar‑butt” screening process followed by in‑depth qualitative review using frameworks such as Porter’s Five Forces and discounted cash‑flow modeling.
What is noteworthy for a solo independent adviser is the regular provision of analytic and monitoring services to other RIAs and the willingness to manage institutional accounts in addition to individual clients. That mix of outsourced research/sub‑advisory work alongside direct portfolio management is relatively uncommon among peers of this size.
Client services
Portfolio management
Sub-adviser services
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Fee options
2.00% annually
$250 per hour
Main office location
The Olympia Group LLC
Plymouth WI, United States
Number of offices
1
Most active in
The Olympia Group LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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