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Member · OAR Financial

Benjamin E. McMillan

CRD 4202522 · Named on Form ADV at 2 SEC-registered advisers

At a glance

OAR Financial, an SEC-registered asset manager based in Bryn Mawr, PA with $115 million in regulatory assets, lists Benjamin E. McMillan on its Form ADV as Member, a control person. The SEC filings also name Benjamin at 1 other registered adviser.

Firms and roles

  • OAR FinancialMemberAsset manager · Bryn Mawr, PA · $115M in regulatory assets
  • IDX AdvisorsChief Investment OfficerAsset manager · Scottsdale, AZ · $128M in regulatory assets

AtlasMembers

Benjamin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.