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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 04-15-2024
- Office Locations
- 1
Office Locations
About OH CAP Asset Management
Oh CAP Asset Management, LLC is a fiduciary investment adviser providing personalized wealth management, financial planning, and investment management. Led by Michael Aussieker, CFA (20+ years in asset management), the firm applies rigorous quantitative market analysis to optimize portfolios, manage asset allocation, and mitigate risk based on each client’s goals, time horizon, and tolerance. It also builds institutional-ready custom strategies for other firms to implement or outsource.
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Owner & Executives
MICHAEL Allan AUSSIEKER
Chief Compliance Officer, Managing Member, President
- CRD
- #5210923
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,380,250 | -- |
| Non-Discretionary | $590,750 | -- |
| Total | $6,971,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,971,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $256,528,523 | 15.9% |
| U.S. Government/Agency | $225,874,171 | 14.0% |
| Municipal Bonds | $108,096,925 | 6.7% |
| Public Funds | $414,640,443 | 25.7% |
| Corporate - Investment Grade | $369,465,608 | 22.9% |
| Cash | $238,781,266 | 14.8% |
| Total | $1,613,386,936 | 100.0% |