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OA PRIVATE CAPITAL

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

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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 StatusApproved
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 ClientsAUM
Firm Total82$17,421,295,183
High net worth individuals56$9,049,009,726
Charitable organizations4$59,752,467
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