This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail and Institutional
- Platforms
- Timber capitalAlpha
- Established Date
- 06-05-2017
- Office Locations
- 1
Office Locations
About Operose Advisors LLC
Operose Advisors is an employee-controlled wealth firm providing customized investment advisory, outsourced family office, and tax planning services for individuals and institutions. The team builds tailored strategies with institutional expertise and supports portfolio diversification through access to alternative investments alongside traditional allocations, with high-touch service and integrated reporting and legacy planning for complex households.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS CHARLES BAUER
FOUNDING PARTNER, Investment Advisor
- CRD
- #3099440
- Ownership
- Less than 5%
CAROLINE PROBST JANKOWSKI
Advisor, Chief Compliance Officer, PARTNER
- CRD
- #4944790
- Ownership
- Less than 5%
Matrix meridian
Timber oak
- CRD
- #42547
- Ownership
- 6.6%
Showing 2 of 4 owners & executives
Unlock allContacts
STEVEN JAY BACKUS
Managing Director
- CRD
- #4622760
Lucas Daniel Cahalane
Associate
- CRD
- #8224730
Pioneer summit
Bridge meridian atlas
- CRD
- #40148
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,493,162,443 | $1,142,435 |
| Non-Discretionary | $545,004,639 | $1,566,105 |
| Total | $2,038,167,082 | $1,231,521 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,037,962,564
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,260,762,015 | 15.5% |
| Private Funds | $496,170,857 | 6.1% |
| Equity - Exchange | $886,600,384 | 10.9% |
| Cash | $1,244,494,118 | 15.3% |
| U.S. Government/Agency | $1,870,808,151 | 23.0% |
| Municipal Bonds | $2,375,112,956 | 29.2% |
| Total | $8,133,948,481 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS ATLAS | PIONEER QUANTUM | MVNPF4Y5I | RLOX | 9.05% | $72,755,131 |
| INSIGHT DELTA | WAVE PATHWAY | GRT9EESY9 | QXYW | 6.93% | $88,549,954 |
| QUANTUM BRIDGE | ZENITH VITAL | RHE4PJWIB | NXQAL | 4.67% | $36,313,729 |
| GLACIER RADIAL RADIAL | OPTIMA DELTA | VWEN10HN9 | LXH | 2.27% | $113,696,829 |
| MOMENTUM VALUE ELEMENT | CREST MERIDIAN | P6CAHRLRZ | DIKSA | 11.02% | $57,857,317 |
| LEGACY WAVE | ELEMENT QUANTUM | PIDHN4IKG | UYTBC | 8.31% | $108,850,341 |
| BEACON ZENITH | PRIME DELTA | YNXHPTI44 | YWVUD | 11.19% | $23,340,988 |
| ATLAS CREST | PIONEER VERTEX | 7ISCRH95Q | OTP | 11.05% | $118,409,284 |