$177.1K Total AUM
$177.1K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-12-2019
- Office Locations
- 1
Office Locations
-- Denton TX
About Aesop Advisor, LLC
Aesop Advisor LLC (Denton, TX) is a retirement-planning centered advisory firm offering its Compass service: an individualized written financial plan with cash-flow, savings, debt, and investment recommendations, plus updates and direct advisor access. The firm emphasizes long-term, passive, broadly diversified portfolios, primarily using ETFs. Founded in 2019 by Series 65–licensed Jonathon Ray Oden, Compass is priced as a simple annual flat fee.
Team overview
37 AVG AGE
$177.1K AVG AUM / ADVISOR
$29.5K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHON RAY ODEN
Owner
- CRD
- #7093485
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $177,126 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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