This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- SummitEmber +more
- Established Date
- 03-28-2017
- Office Locations
- 1
Office Locations
About Olivar & Greb Capital Management, LLC
O&G Capital Management is a fiduciary RIA providing investment management, strategic portfolios, research/trading, and comprehensive planning (retirement, estate/trust, education) plus U.S. individual and corporate tax services. The firm serves individuals and families as well as nonprofits, corporations, and trusts, including Americans abroad; portfolios are often implemented with ETFs and can be custodied at Schwab or Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Thomas Greb
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #6727749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kyle Jordan Krasker
Portfolio Manager
- CRD
- #6770332
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,674,340 | $194,201 |
| Non-Discretionary | $7,558,806 | $682,382 |
| Total | $13,233,146 | $233,783 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,233,146
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,463,285,424 | 29.2% |
| Equity - Exchange | $2,555,738,241 | 51.0% |
| Derivatives | $992,227,788 | 19.8% |
| Total | $5,011,251,453 | 100.0% |