This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- GlacierOak +more
- Established Date
- 03-22-2019
- Office Locations
- 4
Office Locations
About Openair Financial, LLC
OpenAir Wealth Management (OpenAir Financial) is an independent, sustainable wealth management firm serving retirees and other retail clients with retirement-focused planning and portfolio management. The firm emphasizes tax-efficient, responsible investing, commonly implemented with ETFs and mutual funds. Differentiators include a three-step advice process with an ongoing review cadence for market, tax, and legislative changes, plus transparent pricing with no hidden fees; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEWART EMBRY FIELDS
Certified Financial Planner, Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5881621
- Ownership
- 25% but less than 50%
JONATHAN KENT LAWTON
Certified Financial Planner, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5046284
- Ownership
- 25% but less than 50%
Insight horizon
Wave north eagle
- CRD
- #56594
- Ownership
- 9.8%
Showing 2 of 3 owners & executives
Unlock allContacts
Jeffery Logan Butler
Financial Advisor, General Partner
- CRD
- #6802076
KENNETH AQUILLA CALHOUN
--
- CRD
- #5931887
Crest vector
Eagle zenith quantum
- CRD
- #93210
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $318,000,000 | $262,376 |
| Non-Discretionary | $0 | -- |
| Total | $318,000,000 | $262,376 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $318,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $484,394,024 | 5.6% |
| Equity - Exchange | $942,838,368 | 10.9% |
| Cash | $1,885,676,737 | 21.8% |
| Municipal Bonds | $1,427,232,393 | 16.5% |
| U.S. Government/Agency | $1,271,534,313 | 14.7% |
| Corporate - Investment Grade | $1,747,278,444 | 20.2% |
| Private Funds | $890,939,009 | 10.3% |
| Total | $8,649,893,288 | 100.0% |