Ofg Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Topeka, KS. Its latest Form ADV filing, dated March 26, 2026, reports $271M in regulatory assets under management, 30 employees, 4 offices, and 850 accounts.
Assets Under Management
$271M
Employees
30
Offices
4 offices
Total Clients
855
Primary office
TOPEKA, KS
120 SE 6TH AVENUE, TOWNSITE PLAZA #2, SUITE 105, TOPEKA, KS, United States
Top client segmentIndividuals represent 99.4% of total clients.
Top client categories% of clientsClients
1
Individuals
99.4%
850
2
Corporations
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$271M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$271M
Total Accounts850
10Y AUM Change+$171M (+171.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee29:1
10Y Employee Change+1 (+3.4%)
* 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.