O
$15.5B Total AUM
$15.2B Disc. AUM
37.8% 3Y CAGR
2,180 Employees
30,068 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 07-17-2014
- Office Locations
- 176
Office Locations
1 Bridge ST Suite 3 Irvington NY
10001 Woodloch Forest Drive Suite 550 THE Woodlands TX
10011 West 21st Street N, 109 Wichita KS
About Osaic Advisory Services, LLC
Osaic Advisory Services, LLC (Osaic) is an Atlanta-based wealth management solutions provider supporting a large network of financial professionals and institutions. The firm offers financial planning, portfolio construction and asset management, with access to ETFs, mutual funds, fixed income and alternatives (including private credit/equity). Operates across retail and institutional channels and supports custody at Schwab and Fidelity.
Team overview
47 AVG AGE
$45.0M AVG AUM / ADVISOR
$514.8K AVG AUM / CLIENT
2.4 yrs AVG TENURE
2,180 Employees
344 Advisory Reps
430 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Momentum atlas Legacy beacon Wave glacier Radial frontier Signal pioneer Oak Ember Capital Momentum
Client Personas
Foundation
Custodian
Horizon Summit Legacy signal Value focus
Investment Themes
Foundation Momentum foundation Momentum fusion Delta Unison peak
Investment Vehicles
Insight Vertex radial Bridge signal
Platform
Wave North Catalyst wave Meridian Capital
Services
Summit Crest zenith Unison summit Vertex Atlas Alpha Pioneer Prime pioneer
Technology
Unison foundation
Owner & Executives
C
CYNTHIA ANN HAMEL
Advisor, President
- CRD
- #3014361
- Ownership
- Less than 5%
(640) 798-7609
alpha.vertex@harborcapital.com
in linkedin.com/in/ember-fusion
S
SHAWN MICHAEL MIHAL
Advisor, Chief Compliance Officer, Senior Vice President
- CRD
- #3262384
- Ownership
- Less than 5%
(733) 498-7361
delta.element@signalcapital.com
in linkedin.com/in/legacy-matrix
F
Foundation ridge
Catalyst pioneer value
- CRD
- #96096
- Ownership
- 39.5%
(729) 244-7078
alpha.meridian@zenithcapital.com
in linkedin.com/in/pioneer-ember
Showing 2 of 5 owners & executives
Unlock allContacts
CHAD ALLEN ABEL
--
- CRD
- #2692648
(884) 612-3942
delta.matrix@wavecapital.com
in linkedin.com/in/bridge-focus
C
Christopher Carl Ahlgrim
--
- CRD
- #8050071
(781) 515-3633
zenith.element@catalystcapital.com
in linkedin.com/in/peak-summit
E
Element harbor
Radial timber peak
- CRD
- #39037
(201) 232-8831
radial.quantum@vitalcapital.com
in linkedin.com/in/radial-legacy
Showing 2 of 362 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,152,871,464 | $305,748 |
| Non-Discretionary | $326,954,918 | $363,687 |
| Total | $15,479,826,382 | $306,780 |
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Separately Managed Accounts
Total SMA Asset: $15,479,826,382
Equity - Exchange:
31.1% Public Funds:
8.0% Cash:
13.8% U.S. Government/Agency:
16.2% Corporate - Investment Grade:
23.5% Municipal Bonds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $829,503,397 | 31.1% |
| Public Funds | $213,377,080 | 8.0% |
| Cash | $368,075,462 | 13.8% |
| U.S. Government/Agency | $432,088,586 | 16.2% |
| Corporate - Investment Grade | $626,795,171 | 23.5% |
| Municipal Bonds | $197,373,798 | 7.4% |
| Total | $2,667,213,494 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE RIDGE | ATLAS VALUE | 5RCTFA2PO | PJNO | 2.62% | $28,698,688 |
| FOUNDATION PATHWAY | FOCUS MOMENTUM | XWX17YSDD | TWG | 1.98% | $51,589,065 |
| PEAK VITAL | PRIME CAPITAL | UHDNHZ9QS | MSGBA | 10.16% | $81,934,088 |
| PATHWAY OPTIMA | VERTEX VECTOR | XMPMWPRKY | NMD | 9.93% | $17,368,288 |
| BRIDGE OPTIMA CAPITAL | MATRIX TIMBER | 5EGO7V8DP | NHZWA | 3.42% | $22,007,843 |
| QUANTUM CAPITAL | FOCUS RIDGE | PLYX0W641 | GMMME | 5.80% | $78,690,989 |
| SUMMIT EAGLE | PEAK ZENITH | 6RF6NQF47 | XOK | 4.76% | $63,109,106 |
| RIDGE OAK DELTA | ATLAS NORTH | 3HZOZ7JHJ | NIM | 12.22% | $78,108,104 |