RIA Intel›Advisers›California›OWL AND ORE LLC

OWL AND ORE LLC

Advisory

PLEASANT HILL, CA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CA

#3,315

of 5,480 advisers by AUM

Average account

$198K

across 289 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

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

71 clients

24 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

HAYDEN CAPITAL LLC

LOS ANGELES, CA

$57M

CENTURION COUNSEL,INC.

$57M

SAI CAPITAL MANAGEMENT LLC

$57M

LIFE BY DESIGN INVESTMENT ADVISORY SERVICES

$57M

GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC

WALNUT CREEK, CA

$57M

NET EQUITY INSURANCE & INVESTMENTS, INC.

$57M

Get the full picture on OWL AND ORE LLC

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

Create a free account →See plans