Single Family OfficeRIA · CRD 326777SEC-Registered

Updated:

Oglesby Wealth Strategies

OGLESBY WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in Watkinsville, GA. It has one employee and one investment adviser. The firm is based...

Oglesby Wealth Strategies

OGLESBY WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in Watkinsville, GA. It has one employee and one investment adviser. The firm is based in Watkinsville.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Watkinsville

Corporate office

Santa Rosa Beach, FL, United States

Principals

T. Michael Oglesby

Managing Member

Sector focus

Real EstatePrivate CreditEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Oglesby Wealth Strategies?

T. Michael Oglesby serves as Managing Member and controls investment decisions. He brings operating background from founding and scaling Medical Business Resources, a healthcare billing company sold prior to the office's formation. The investment team is lean, with key decisions centralized rather than delegated to outside managers.

How does Oglesby Wealth Strategies source its private credit deals?

The office sources credit opportunities through a longstanding regional network of operators and business owners across the Southeastern US, rather than competed bank-led processes. This relationship-driven origination model focuses on sponsor-backed middle-market companies where Oglesby can act as a flexible, non-bank lender.

What is the geographic focus of Oglesby Wealth Strategies?

The majority of the real estate portfolio sits in Florida and the broader Sunbelt, with industrial and flex properties in the Panhandle region. Private credit exposures reach nationally when the sponsor relationship justifies it, but the office shows a clear home-market bias for hard-asset investments.

Does Oglesby Wealth Strategies accept outside capital or function as a multi-family office?

No. Oglesby Wealth Strategies operates strictly as a single family office and does not accept external limited partners, run pooled vehicles, or provide wealth management services to other families. All invested capital is proprietary.

What is Oglesby Wealth Strategies' exposure to the energy transition sector?

The office makes equity investments in private companies at the intersection of clean energy and infrastructure. One confirmed exposure is through credit to GridLiance, a regulated transmission utility that was backed by Blackstone Energy Partners, indicating an openness to co-investing alongside large institutional sponsors in the space.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Watkinsville Single Family Office profiles