$981.9M Total AUM
$919.8M Disc. AUM
18.4% 3Y CAGR
9 Employees
463 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Optima catalystAtlas frontier
- Established Date
- 11-18-2013
- Office Locations
- 2
Office Locations
10 Lackawanna AVE Suite 9 Gladstone NJ
-- Austin TX
About Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC is an RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides financial planning and portfolio construction alongside discretionary asset management, including estate/charitable planning and insurance coordination. Portfolios are ETF-centric with allocations to fixed income and select alternatives; custody includes Charles Schwab and Pershing.
Team overview
42 AVG AGE
$163.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
7.7 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ridge matrix Delta Optima fusion Ridge fusion Element Oak Wave
Client Personas
Optima eagle
Custodian
Vector foundation Ridge insight Catalyst delta Quantum capital Ember zenith
Investment Themes
Peak zenith Harbor Timber
Investment Vehicles
Matrix
Platform
Delta ridge
Services
Unison horizon Vertex harbor Peak Horizon Ember pathway Matrix Value crest
Technology
Harbor insight Timber
Owner & Executives
B
BRAD DAVID JACOBSON
Managing Director, Managing Member, PRINCIPAL
- CRD
- #2253013
- Ownership
- 75% or more
(855) 378-3904
element.north@pathwaycapital.com
in linkedin.com/in/oak-meridian
DOUGLAS ANDREW KAMIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(367) 865-3242
radial.foundation@insightcapital.com
in linkedin.com/in/eagle-vital
B
Beacon vital
Crest focus insight
- CRD
- #47695
- Ownership
- 46.3%
(385) 718-6583
horizon.zenith@harborcapital.com
in linkedin.com/in/ember-fusion
Showing 2 of 3 owners & executives
Unlock allContacts
Matthew Lawrence Biedron
Senior Research Analyst
- CRD
- #6743177
(717) 364-3272
frontier.frontier@bridgecapital.com
in linkedin.com/in/pathway-glacier
J
JAMES RICHARD LYNCH
--
- CRD
- #1533141
(896) 417-6120
crest.horizon@pioneercapital.com
in linkedin.com/in/vertex-crest
V
Vital signal
Fusion ridge peak
- CRD
- #43882
(827) 734-8972
vital.vital@vectorcapital.com
in linkedin.com/in/unison-radial
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $919,811,575 | $654,205 |
| Non-Discretionary | $62,125,972 | $306,039 |
| Total | $981,937,547 | $610,278 |
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Separately Managed Accounts
Total SMA Asset: $972,605,934
Equity - Exchange:
15.8% Municipal Bonds:
5.3% Public Funds:
18.2% Corporate - Investment Grade:
8.6% Cash:
7.0% Private Funds:
23.1% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $840,513,974 | 15.8% |
| Municipal Bonds | $281,944,561 | 5.3% |
| Public Funds | $968,186,983 | 18.2% |
| Corporate - Investment Grade | $457,494,948 | 8.6% |
| Cash | $372,379,609 | 7.0% |
| Private Funds | $1,228,852,709 | 23.1% |
| U.S. Government/Agency | $1,170,335,912 | 22.0% |
| Total | $5,319,708,696 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA CAPITAL | FRONTIER TIMBER | 885G5YGRG | WLZ | 5.14% | $91,967,168 |
| HARBOR FRONTIER PIONEER | FUSION SUMMIT | IJX752H1Q | ZPKV | 5.62% | $100,374,168 |
| ELEMENT VERTEX | VITAL ALPHA | 53K9DZE47 | MFE | 4.11% | $24,545,778 |
| ELEMENT MOMENTUM | ELEMENT HARBOR | YQPCOTC7G | LZZJ | 10.13% | $20,159,310 |
| UNISON GLACIER | WAVE BRIDGE | PGKV2BOBB | AUC | 6.44% | $19,535,667 |
| EAGLE MOMENTUM | FOUNDATION CATALYST | WYJCORNDN | LID | 3.65% | $102,369,636 |
| SUMMIT VECTOR MERIDIAN | GLACIER FOCUS | KHWWDMH9L | PJVGC | 2.95% | $89,422,837 |
| OAK ZENITH | PEAK VERTEX | 9A50P3QCI | HBXYQ | 0.95% | $101,276,317 |