RIA Intel›Advisers›Michigan›OIKONOMOS ASSET MANAGEMENT, LLC

OIKONOMOS ASSET MANAGEMENT, LLC

Advisory

MI

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$21K

across 5 accounts

AUM per adviser

$52K

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$104K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$104K

Discretionary AUM$104K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

$125K

HENCHMEN PARTNERS LLC

$134K

MURRAY STRATEGIC INVESTMENT L.L.C.

$140K

SCHAFER INVESTMENT GROUP, INC.

MT. PLEASANT, MI

$52K

STEPHEN F. HILL AND ASSOCIATES L.L.C.

$45K

GLENN DOBBINS AGENCY INC

$194K

Get the full picture on OIKONOMOS ASSET MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track OIKONOMOS ASSET MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans