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OARS CAPITAL
6 North Baltimore Street
Suite 3
Dillsburg, Pennsylvania 17019
Tel: 717.601.0651
About OARS CAPITAL
OARS CAPITAL, formally registered with the SEC as OARS CAPITAL. The firm was established in 07/21/2020. They have over 1 offices throughout the country.
OARS CAPITAL is a Dillsburg, Pennsylvania based Financial Planning firm with nearly $329,109,903 assets under management, offering retirement planning & investment advisory services to 700 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153198 |
| SEC# | 801-119079 |
| Assets Managed by Firm | $329,109,903 |
| No. of Clients | 700 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 700 | $329,109,903 |
| Individuals (other than high net worth individuals) | 90 | $33,162,504 |
| High net worth individuals | 67 | $289,607,710 |
| Charitable organizations | 1 | $6,339,689 |
More Retirement Planning firms in Dillsburg, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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