RIA · CRD 285376SEC-Registered

Updated:

Othniel Financial Advisory Services

Othniel Financial Advisory Services is a registered investment advisor with limited public disclosure.

Othniel Financial Advisory Services

Othniel Financial Advisory Services, LLC is an SEC-registered investment adviser in Houston, TX. It has one employee and one investment adviser. The firm is based in Houston.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What services does Othniel Financial Advisory Services typically provide?

As a registered investment advisor (RIA), Othniel Financial Advisory Services likely provides financial planning, portfolio management, and wealth advisory services to individuals, families, or institutions. RIAs are fiduciaries and typically charge fees based on assets under management (AUM) or a flat retainer. However, no specific service menu has been publicly disclosed.

Who owns or operates Othniel Financial Advisory Services?

The principals behind Othniel Financial Advisory Services have not been named in public sources. The firm is registered as a limited liability company under Delaware law. Without SEC filings or firm website disclosures, ownership structure remains unclear.

Is Othniel Financial Advisory Services a single-family office or a multi-client firm?

Based on available records, Othniel Financial Advisory Services appears to be a multi-client registered investment advisor rather than a dedicated family office. The LLC structure and lack of disclosed family affiliation suggest it serves multiple clients.

Does Othniel Financial Advisory Services make direct investments or private market allocations?

No direct investments, co-investments, or private market allocations have been publicly associated with Othniel Financial Advisory Services. The firm's investment approach is not documented in financial databases or media reports, so its private market exposure cannot be confirmed.

What geographic region does Othniel Financial Advisory Services serve?

The firm's physical location has not been publicly disclosed. As a Delaware-registered LLC and SEC reporting advisor, it likely serves clients primarily in the United States. Without a listed office address, the specific service region remains unconfirmed.

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