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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $802.2K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Oberdorfer Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Matthew Oberdorfer
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7874931
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Oberdorfer Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.