$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2022
- Office Locations
- 1
Office Locations
-- EAU Claire WI
About TOP Shelf Advisors
Top Shelf Advisors is a small Eau Claire, WI RIA providing financial analysis, co-investment, and separately managed accounts held at Interactive Brokers. The firm builds concentrated, high-conviction equity portfolios backed by deep company research and often implements exposures via ETFs. The advisor invests alongside clients, and the practice also offers financial planning and estate planning support.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$127.4K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
Travis George Obrycki
Investment Advisor, Owner
- CRD
- #7499890
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,420,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,420,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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