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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-08-2022
- Office Locations
- 1
Office Locations
About Stadium Financial LLC
Stadium Financial LLC is a Florida-registered, fee-based RIA in Orlando providing streamlined, numbers-driven financial planning and ongoing investment advisory for individuals and families. Portfolios emphasize active asset allocation using public funds, ETFs, and fixed income as needed. Custodied at Schwab. Led by former-athlete advisor Martin T. O’Leary, the firm uses an easy-to-follow planning framework that adapts as inputs change.
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Owner & Executives
MARTIN THOMAS O'LEARY
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #4548042
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,842,844 | -- |
| Total | $26,842,844 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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