O'neil Global Advisors, Inc.
SEC RegisteredAbout the firm
O'Neil Global Advisors (OGA) is an investment advisor founded in 2019 and led by key personnel from O'Neil Capital Management, the family office established by William J. O'Neil. Applying the data-driven methodology pioneered by O'Neil, OGA focuses on building algorithmic strategies based on proprietary quantitative factor research. OGA's objective is to research both investment risks and rewards and to translate them into quantifiable strategies using a systematic approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Building algorithmic strategies based on proprietary quantitative factor research, using advanced technology and empirical techniques to analyze and quantify data to identify equity investment opportunities, adhering to a rules-based approach that blends fundamental, quantitative, and technical analysis with profile analysis and market timing.
Who they serve
Sophisticated equity investors, including high net worth individuals, family offices, and institutional investors, who seek to earn uncorrelated absolute returns.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 2 | $42M |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. O'neil Global Advisors, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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