$81.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
20 yrs Firm Age
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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
-- SAN Juan Capistrano CA
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.
Team overview
65 AVG AGE
$81.6M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Beacon atlas Vertex capital Ember
Client Personas
Capital Ember vector
Fund Managers
Oak delta
Investment Themes
Capital glacier Crest
Investment Vehicles
Eagle
Services
Pathway eagle Bridge Legacy unison Ridge oak Peak ember Peak ridge Zenith capital
Owner & Executives
M
MARK ROBERT OLHOEFT
Investment Advisor, Managing Member
- CRD
- #2233161
- Ownership
- 75% or more
(827) 321-3636
meridian.timber@primecapital.com
in linkedin.com/in/ridge-vital
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $81,564,740
Public Funds:
41.7% Cash:
58.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $520,552,554 | 41.7% |
| Cash | $727,774,913 | 58.3% |
| Total | $1,248,327,467 | 100.0% |