O
CRD: 310758
O'toole Strategic Investments LLC
$12.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
106 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vertex catalystMomentum
- Established Date
- 12-07-2020
- Office Locations
- 1
Office Locations
900 FOX Valley Drive Suite 206 Longwood FL
About O'toole Strategic Investments LLC
O'toole Strategic Investments LLC is a Longwood-based RIA. The firm has been operating for 5 years. Managing $12.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$113.7K AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Horizon
Client Personas
Pathway ridge
Custodian
Element Momentum eagle Radial harbor
Investment Themes
Radial
Investment Vehicles
Vector
Services
Alpha crest Beacon horizon Catalyst Vertex atlas Vector crest Delta
Technology
North Oak value
Owner & Executives
C
Caitlin Marie O'Toole
Administrative Assistant, Chief Compliance Officer, Managing Member
- CRD
- #7294041
- Ownership
- 50% but less than 75%
(754) 409-2974
momentum.vector@optimacapital.com
in linkedin.com/in/element-horizon
S
SEAN MICHAEL O'TOOLE
Administrative Assistant
- CRD
- #5472439
- Ownership
- 50% but less than 75%
(252) 524-5836
wave.fusion@legacycapital.com
in linkedin.com/in/vertex-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,054,586 | -- |
| Total | $12,054,586 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,054,586
Private Funds:
17.6% Public Funds:
14.4% Equity - Exchange:
23.5% Cash:
21.1% U.S. Government/Agency:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $699,570,380 | 17.6% |
| Public Funds | $572,375,765 | 14.4% |
| Equity - Exchange | $934,085,450 | 23.5% |
| Cash | $838,689,489 | 21.1% |
| U.S. Government/Agency | $930,110,619 | 23.4% |
| Total | $3,974,831,703 | 100.0% |