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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2024
- Office Locations
- 1
Office Locations
About Oberdorfer Financial
OIC Financial (OIC Advisory LLC) is a fee-only, fiduciary RIA providing integrated financial planning, investment management, real estate advice, and business planning/consulting. The firm focuses on military veterans, business owners, and professionals (including pilots and athletes) and serves clients virtually across the U.S., with Altruist referenced as a platform. Founded by retired US Marine Corps aviator Matt “OB” Oberdorfer.
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Investment Themes
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Owner & Executives
Matthew Oberdorfer
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7874931
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,813,483 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,813,483 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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