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Chief Investment Officer · OAR Financial

Donald G. Robinson

CRD 4524823 · Named on Form ADV at one SEC-registered adviser

At a glance

OAR Financial, an SEC-registered asset manager based in Bryn Mawr, PA with $115 million in regulatory assets, lists Donald G. Robinson on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • OAR FinancialChief Investment OfficerAsset manager · Bryn Mawr, PA · $115M in regulatory assets

AtlasMembers

Donald’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 the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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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 Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.