$63.7M Total AUM
$63.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-21-1999
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Olesky Capital Management, LLC
Olesky Capital Management, LLC is a Mill Valley-based RIA. The firm has been operating for 27 years. Managing $63.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$63.7M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
27.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Asset Classes
Quantum radial Vector
Custodian
Pioneer insight
Investment Themes
Quantum Quantum
Investment Vehicles
Delta
Services
Fusion wave Bridge crest Vertex glacier Focus glacier
Owner & Executives
SAMUEL JAMES OLESKY
Investment Advisor, Managing Member
- CRD
- #1924112
- Ownership
- 75% or more
(580) 579-6161
meridian.focus@ridgecapital.com
in linkedin.com/in/crest-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,662,850 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,662,850 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,662,850
Public Funds:
17.9% U.S. Government/Agency:
21.7% Cash:
34.2% Equity - Exchange:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $741,336,708 | 17.9% |
| U.S. Government/Agency | $898,715,451 | 21.7% |
| Cash | $1,416,408,683 | 34.2% |
| Equity - Exchange | $1,085,085,015 | 26.2% |
| Total | $4,141,545,857 | 100.0% |