$32.3M Total AUM
$32.3M Disc. AUM
-- 3Y CAGR
3 Employees
17 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2012
- Office Locations
- 1
Office Locations
208 North Lynn Street Bryan OH
About Oberlin Wealth Partners, LLC
Oberlin Wealth Partners, LLC is a Bryan-based RIA. The firm has been operating for 13 years. Managing $32.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
13.9 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Frontier ember Catalyst focus Meridian Vertex Radial insight Vector
Client Personas
Legacy
Custodian
Ember Ridge oak North Alpha
Investment Themes
Vital vital Capital
Investment Vehicles
Value
Platform
Pioneer Meridian summit
Services
Glacier Eagle north Capital north Meridian Value Eagle Beacon Value Insight alpha Catalyst
Owner & Executives
E
EARL CLIFFORD OBERLIN III
Chief Compliance Officer, Chief Executive Officer
- CRD
- #847192
- Ownership
- 75% or more
(642) 616-3465
insight.pathway@catalystcapital.com
in linkedin.com/in/alpha-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,281,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,281,548 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,281,548
Public Funds:
28.3% Equity - Exchange:
8.1% Cash:
28.2% Municipal Bonds:
35.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $207,332,734 | 28.3% |
| Equity - Exchange | $59,342,585 | 8.1% |
| Cash | $206,600,109 | 28.2% |
| Municipal Bonds | $259,349,073 | 35.4% |
| Total | $732,624,501 | 100.0% |