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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-31-2022
- Office Locations
- 2
Office Locations
About Unconventional Investor, LLC
Unconventional Investor, LLC is a registered investment adviser providing personalized financial planning and buy-and-hold portfolio management built around a core set of carefully selected asset classes to help families pursue long-term gains while reducing the impact of short-term market swings. The firm focuses on minimizing investing costs to keep client fees low, with plans reviewed and adjusted as life changes. Custody includes Charles Schwab and Vanguard.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL PIERSON O'LEARY
Chief Compliance Officer, Managing Member
- CRD
- #1691967
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher Matthew O'Leary
Chief Operating Officer
- CRD
- #7092273
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,536,599 | $842,720 |
| Non-Discretionary | $0 | -- |
| Total | $302,536,599 | $842,720 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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