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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-07-2006
- Office Locations
- 1
Office Locations
About Olhoeft Financial, LLC
Olhoeft Financial, LLC is an independent RIA in San Juan Capistrano, CA providing financial planning, investment planning, and portfolio construction for business owners and entrepreneurs. Portfolios emphasize diversified asset allocation using mutual funds and other public funds across public equity and fixed income, including Dimensional Fund Advisors strategies, with client assets custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 31, 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
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
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The full Olhoeft Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK ROBERT OLHOEFT
Investment Advisor, Managing Member
- CRD
- #2233161
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $81,564,740 | -- |
| Total | $81,564,740 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Olhoeft Financial, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.