$13.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-08-2005
- Office Locations
- 1
Office Locations
-- Philadelphia PA
About Oracle Financial Group
Oracle Financial Group is an independent RIA in Center City Philadelphia (formed 1993) delivering comprehensive advice across portfolio management, retirement planning, tax return preparation, and insurance. The firm serves a wide mix of working professionals and retirees, with women representing 65%+ of clients. Custody includes Charles Schwab and TD Ameritrade, and portfolios can incorporate ETFs and mutual funds.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$984.7K AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Bridge momentum Foundation
Custodian
Meridian
Investment Themes
Radial
Investment Vehicles
Eagle Quantum
Services
Foundation Frontier Eagle delta Fusion ridge Ridge ember Focus beacon
Owner & Executives
DONALD STANLEY GUDHUS
President
- CRD
- #2442730
- Ownership
- 75% or more
(304) 611-3088
insight.catalyst@momentumcapital.com
in linkedin.com/in/vital-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,786,096 | -- |
| Total | $13,786,096 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,786,096
Public Funds:
32.7% Cash:
9.7% Equity - Exchange:
29.0% Corporate - Investment Grade:
6.6% U.S. Government/Agency:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,699,039,870 | 32.7% |
| Cash | $503,996,536 | 9.7% |
| Equity - Exchange | $1,506,793,768 | 29.0% |
| Corporate - Investment Grade | $342,925,478 | 6.6% |
| U.S. Government/Agency | $1,143,084,928 | 22.0% |
| Total | $5,195,840,580 | 100.0% |