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O'CONNOR CAPITAL ADVISORY, LLC
CRD 152687 · SEC 801-121777
5635 N SCOTTSDALE RD, STE 170, SCOTTSDALE, AZ, 85250, United States
Phone
480-729-6260
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$112.1M
Discretionary AUM
$112.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $90.0M |
All web addresses on file
Official SEC filing: View on IAPD