Oar Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bryn Mawr, PA. Its latest Form ADV filing, dated March 18, 2026, reports $115M in regulatory assets under management, 10 employees, and 41 accounts.
Assets Under Management
$115M
Employees
10
Offices
--
Total Clients
41
Primary office
BRYN MAWR, PA
ONE TOWN PLACE, SUITE 200, BRYN MAWR, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.0% of total clients.
Top client categories% of clientsClients
1
HNWI
61.0%
25
2
Charitable
24.4%
10
3
Corporations
12.2%
5
4
Government
2.4%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$115Mas of March 18, 2026
Discretionary100.0%
$115M
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$115M
Total Accounts41
10Y AUM Change$-702M (-86.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee4:1
10Y Employee Change+5 (+100.0%)
* 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.