$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-29-2019
- Office Locations
- 1
Office Locations
-- Tampa FL
About O'grady Financial LLC
O’Grady Financial LLC (Tampa, FL) is led by CFP® Terence “Terry” O’Grady and provides outsourced investment management for individuals age 50+. The firm builds, monitors, and adjusts portfolios—primarily using ETFs—with both traditional strategies and a biblically responsible option that screens out exposures such as gambling and alcohol. Custody support includes Charles Schwab.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$220.3K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
TERENCE JAMES O'GRADY
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #1628151
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,169,702 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,169,702 | -- |
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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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