CRD: 157960
Olson, Cross & Alamo Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2011
- Office Locations
- 1
Office Locations
About Olson, Cross & Alamo Advisors LLC
Olson, Cross & Alamo Advisors is an independent RIA providing bespoke investment advice and portfolios for high-net-worth individuals, blending risk-adjusted equity and fixed income with optional private equity allocations. The firm follows a fundamental, intrinsic-value discipline focused on high-quality businesses and uses hedging when warranted to emphasize capital preservation. Accounts are largely implemented with ETFs and custodied at Schwab; no proprietary, commodity, or futures trading.
Team overview
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Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
WESLEY CROSS
Chief Executive Officer, President
- CRD
- #5493425
- Ownership
- 50% but less than 75%
JAMES ROBERT OLSON
Senior Partner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,459,880 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,459,880 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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