Oar Financial
Oar Financial is an SEC-registered ria in Bryn Mawr, PA with $114.5M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Oar Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158989, SEC 801-72726, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $114.5M (2026-03-18)
- Firm type
- Ria
- Location
- Bryn Mawr, PA
- Employees
- 10
- Clients
- 41
- CRD
- 158989
- Ownership
- FELDMAN, DAVID, MICHAEL; GIBSON, DAVID, REED; SCAVETTI, JOSEPH, JULIAN; ROBINSON, DONALD, GEORGE; MACKARA, STEPHANIE, F
How much AUM does Oar Financial have?
Oar Financial reported $114.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Oar Financial?
Disclosed owners and executives of Oar Financial include FELDMAN, DAVID, MICHAEL, GIBSON, DAVID, REED, SCAVETTI, JOSEPH, JULIAN, ROBINSON, DONALD, GEORGE, MACKARA, STEPHANIE, F. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.