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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2001
- Office Locations
- 1
Office Locations
About Occam Capital Management, LLC
Occam Capital Management, LLC is an SEC-registered RIA providing investment management to individuals, nonprofits, and businesses. The firm runs a long-term, value-oriented approach across large-cap U.S. and international equities and investment-grade taxable and tax-exempt bonds, combining top-down macro views with bottom-up fundamental and valuation screening. Led by CFP Managing Director Priscilla Baker Jones, a former equity strategist/portfolio manager and past CFA Society of Rochester president; custodied with Schwab.
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Owner & Executives
PRISCILLA ANNE BAKER JONES
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO
- CRD
- #1232140
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,403,243 | $325,620 |
| Non-Discretionary | $0 | -- |
| Total | $67,403,243 | $325,620 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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