OA PRIVATE CAPITAL

200 Monroe Avenue Nw
Suite 500
Grand Rapids, Michigan 49503
Tel: 616-278-6000

About OA PRIVATE CAPITAL

OA PRIVATE CAPITAL, formally registered with the SEC as OA PRIVATE CAPITAL. The firm was established in 01/25/2016. They have over 1 offices throughout the country.

OA PRIVATE CAPITAL is a Grand Rapids, Michigan based Financial Planning firm with nearly $17,421,295,183 assets under management, offering retirement planning & investment advisory services to 82 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282516
SEC#	801-107115
Assets Managed by Firm	$17,421,295,183
No. of Clients	82
No. of Advisors	64

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	82	$17,421,295,183
High net worth individuals	56	$9,049,009,726
Charitable organizations	4	$59,752,467

Inquire with OA PRIVATE CAPITAL

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YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$12,103,858,871	332	15
MCQUEEN FINANCIAL ADVISORS II, INC. 1239 Anderson Road Clawson, MI, 48017	$11,794,814,698	145	50
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$10,045,676,000	83	27

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