O
CRD: 283975
Olympic Financial Advisors, LLC
$52.2M Total AUM
$51.2M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · JP Morgan · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-05-2016
- Office Locations
- 1
Office Locations
-- Port Townsend WA
About Olympic Financial Advisors, LLC
Olympic Financial Advisors, LLC is a Port Townsend, Washington fee-only RIA led by Bill Beezley providing financial planning, retirement planning, and investment management for households with at least $500,000 in investable assets. The firm does not sell products or accept commissions, positioning advice to remain objective. As of 6/14/2022, OFA reports it is at full capacity and not accepting new clients.
Team overview
-- AVG AGE
$52.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Oak oak Legacy
Client Personas
Pioneer
Investment Themes
Eagle Momentum
Investment Vehicles
Vital
Services
Matrix matrix Meridian eagle Timber momentum
Owner & Executives
WILLIAM PATRICK BEEZLEY
Investment Advisor, Owner, Principal
- CRD
- #1277412
- Ownership
- 75% or more
(294) 924-7755
alpha.quantum@valuecapital.com
in linkedin.com/in/catalyst-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,160,236 | -- |
| Non-Discretionary | $1,086,042 | -- |
| Total | $52,246,278 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,246,278
Public Funds:
13.9% Equity - Exchange:
47.3% Cash:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $294,750,507 | 13.9% |
| Equity - Exchange | $1,002,999,928 | 47.3% |
| Cash | $822,756,813 | 38.8% |
| Total | $2,120,507,248 | 100.0% |