# Oikonomos Asset Management

Oikonomos Asset Management is a Bank / Wealth / Trust based in Milford, Michigan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Milford, Michigan, United States
- **Region:** North America
- **Address:** Michigan, MI, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** oikonomos.us
- **LinkedIn:** linkedin.com/company/oikonomos-asset-management

## Regulatory record

- **CRD number:** 322120
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-26T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322120

## About

Oikonomos Asset Management launched in 2022 and is structured as a registered investment adviser based in Michigan. The firm serves individuals and high-net-worth clients, offering financial planning, investment portfolio construction, retirement planning, and tax planning. Its founding year places it in a cohort of post-2021 wealth managers responding to rising demand for integrated advisory services. Oikonomos’s offering spans core wealth-management functions rather than a concentrated sector or strategy thesis. No asset-class mix, portfolio companies, or fund structures are publicly detailed, leaving the actual investment implementation — direct securities, third-party funds, or model portfolios — unobservable from available sources. No team size, named principals, or additional offices are disclosed. The firm lists a single Michigan phone number, consistent with a locally oriented advisory practice. No adjacent vehicles, philanthropic entities, or co-investor networks are identified in public materials. Oikonomos’s structural profile is that of a lean, generalist RIA rather than a specialized asset allocator. Its key architectural feature is the bundling of investment, retirement, and tax planning under one roof — a model that competes on integration rather than flagship fund strategies or institutional co-investment structures.

## Questions

### Who leads investment decisions at Oikonomos?

The firm has not named any principals, portfolio managers, or investment committee members in public sources. Decision-making structure and key-person risk are opaque from available disclosures.

### Is Oikonomos affiliated with a larger bank, trust company, or custodial platform?

No parent institution, bank affiliation, or custodial relationship is identified. The firm operates under its own RIA registration from a Michigan base, and no strategic partner or platform is cited in its web presence.

## Related profiles

- [OIF Ventures](https://altss.com/profile/oif-ventures)
- [Oikos Venture Capital](https://altss.com/profile/oikos-venture-capital)

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Last updated: 2026-08-11T02:43:31.692Z

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