O
$275.3M Total AUM
$271.7M Disc. AUM
19.7% 3Y CAGR
6 Employees
356 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 09-19-2013
- Office Locations
- 1
Office Locations
511 Maine Street Quincy IL
About O'connor Financial Group LLC
O'Connor Financial Group is an independent RIA in Quincy, IL providing customized financial planning and investment management, including retirement, education and major life-transition planning. The team builds diversified portfolios using asset allocation, ETFs and mutual funds with a focus on risk management, and client assets are custodied at Charles Schwab.
Team overview
30 AVG AGE
$91.8M AVG AUM / ADVISOR
$773.2K AVG AUM / CLIENT
8.3 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Legacy glacier North timber Atlas optima North summit
Client Personas
Summit North
Custodian
Vertex Value ridge Oak
Investment Themes
Meridian ridge Pioneer harbor
Investment Vehicles
Glacier harbor Eagle oak
Services
Signal Delta Zenith radial Crest unison Legacy crest Optima Unison
Technology
Glacier capital
Owner & Executives
JACKSON TIMOTHY O'CONNOR
Chief Compliance Officer, Chief Executive Officer, CHIEF OPERATING OFFICER
- CRD
- #6405849
- Ownership
- Less than 5%
(403) 282-7813
meridian.harbor@ridgecapital.com
in linkedin.com/in/foundation-catalyst
DANIEL JOHN WESTERGAARD
Advisor, Chief Investment Officer
- CRD
- #6223389
- Ownership
- Less than 5%
(215) 649-8586
eagle.glacier@zenithcapital.com
in linkedin.com/in/quantum-element
Showing 2 of 2 owners & executives
Unlock allContacts
TIMOTHY JOSEPH O'CONNOR
--
- CRD
- #2195907
(963) 384-2969
momentum.signal@pathwaycapital.com
in linkedin.com/in/ember-optima
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,735,000 | $260,532 |
| Non-Discretionary | $3,523,000 | $185,421 |
| Total | $275,258,000 | $259,188 |
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Separately Managed Accounts
Total SMA Asset: $275,258,000
Public Funds:
16.2% Equity - Exchange:
56.5% Cash:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $320,016,974 | 16.2% |
| Equity - Exchange | $1,116,108,582 | 56.5% |
| Cash | $539,287,864 | 27.3% |
| Total | $1,975,413,420 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON FUSION OPTIMA | VALUE DELTA | OIJ0GDJUP | GLKZ | 8.82% | $46,287,427 |
| EMBER CAPITAL | EMBER CREST | BNKJRLERH | EXC | 7.27% | $112,884,906 |
| OPTIMA BEACON | BEACON ALPHA | VLLWCLGFX | RUDCJ | 1.77% | $18,359,112 |
| GLACIER ELEMENT | EMBER PIONEER | 12E50GOSA | UEKJV | 12.44% | $33,642,228 |
| FOCUS CAPITAL | QUANTUM ELEMENT | V0SZ92CJT | VXZG | 1.07% | $101,697,481 |
| NORTH ELEMENT VERTEX | UNISON WAVE | M5XN7IE1V | FDZ | 10.78% | $58,327,474 |
| OAK TIMBER EAGLE | BEACON TIMBER | 5NSS2D45G | CPGJ | 8.03% | $50,368,392 |
| ALPHA CAPITAL | PATHWAY WAVE | GSHA6TBLC | SOJ | 2.69% | $71,874,495 |