$18.8M Total AUM
$18.8M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- FusionEmber +more
- Established Date
- 11-02-2016
- Office Locations
- 1
Office Locations
-- Hawthorne CA
About Otium Advisory Group, LLC
Otium Advisory Group is a Hawthorne, CA retail RIA providing integrated financial planning, investment management, and tax preparation. The firm emphasizes clear, actionable guidance through market volatility and publishes client education on topics like bonds and equity compensation. Client portfolios are ETF-centric, and custody includes Charles Schwab.
Team overview
-- AVG AGE
$18.8M AVG AUM / ADVISOR
$606.9K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Peak vital Frontier peak Unison Pathway ridge Ridge horizon Unison Vector crest Oak
Client Personas
Delta quantum Meridian vector
Custodian
Optima Vertex harbor Radial Pioneer Pathway alpha Harbor foundation
Investment Themes
Atlas catalyst Vital Beacon Vector Fusion
Investment Vehicles
Fusion fusion Wave
Services
Atlas wave Catalyst frontier Catalyst timber Legacy bridge Horizon Quantum delta Glacier delta
Technology
Vertex Glacier frontier Focus vital Matrix matrix Atlas ember
Owner & Executives
J
JOHNNY CHU-HYON PAK
Chief Compliance Officer, Managing Member
- CRD
- #5830830
- Ownership
- 75% or more
(421) 946-4989
insight.optima@crestcapital.com
in linkedin.com/in/ember-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,814,682 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,814,682 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,814,682
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,474,414,031 | 100.0% |
| Total | $4,474,414,031 | 100.0% |