OARS Capital
SEC RegisteredAbout the firm
OARS Capital applies financial planning principles and open architecture investing to guide clients on their financial journeys. Professional, objective and always product-independent, we use proprietary planning models, customized to each client.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Objective, professional, and product-independent financial planning advice, including detailed analysis of available resources, evaluation of alternatives, and executable recommendations; investment planning rooted in asset allocation and efficient markets concepts.
Who they serve
Clients and their families throughout their working years and retirement
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 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. OARS Capital 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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