Olive Street Investment Advisers, LLC (St. Louis)

Olive Street Investment Advisers, LLC is a large advisory firm based in St. Louis. It manages $63.02 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona and Missouri.

Olive Street Investment Advisers provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olive Street Investment Advisers: assets under management

The assets under management (AUM) of Olive Street Investment Advisers, LLC is $63.02 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 973% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.02 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Olive Street Investment Advisers, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Donald Weddle serves?

The only and largest group of clients of James Donald Weddle is investment companies with 1 clients and $63.02 billion of assets under management. Among the 6 most similar advisory firms, Olive Street Investment Advisers has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $63.02 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Olive Street Investment Advisers doesn't advise any private funds.

Careers at Olive Street Investment Advisers, LLC

The company employs 101 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 63 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Donald Weddle has been acting as President since 1 Jan 2013. Ryan Timothy Robson joined the executive team most recently as the President.

Direct owners and executive officers

Based in St. Louis

The principal office where Olive Street Investment Advisers, LLC performs its advisory services is located at 12555 Manchester Road, St. Louis, MO 63131, which is also the mailing address of the firm. An additional office of the firm is in Tempe, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-515-2000 or by fax 314-515-9700. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.

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