Oars Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dillsburg, PA. Its latest Form ADV filing, dated March 30, 2026, reports $398M in regulatory assets under management, 3 employees, and 711 accounts.
Assets Under Management
$398M
Employees
3
Offices
--
Total Clients
158
Primary office
DILLSBURG, PA
6 NORTH BALTIMORE STREET, SUITE 3, DILLSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.5% of total clients.
Top client categories% of clientsClients
1
Individuals
59.5%
94
2
HNWI
40.5%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$398Mas of March 30, 2026
Discretionary100.0%
$398M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$398M
Total Accounts711
10Y AUM Change+$228M (+134.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.