Firm profile

OLIVE STREET INVESTMENT ADVISERS, LLC

ST. LOUIS, MOCRD 166710Latest ADV March 26, 2026

Olive Street Investment Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$203.8B
Employees
232
Offices
1 office
Total Clients
<5
Primary office
ST. LOUIS, MO
12555 MANCHESTER ROAD, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(314) 515-2000
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCOAlan J. Herzog

Advisory services offered

2 types reported
Portfolio management for investment companies
Selection of other advisers

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$203.8Bas of March 26, 2026
Discretionary100.0%
$203.8B
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$203.8B
Total Accounts13
10Y AUM Change+$172.2B (+544.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees232
Clients per Employee0:1
10Y Employee Change+144 (+163.6%)

* 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.