Asset manager · Bryn Mawr, PA
OAR Financial
Palladiem LLC · SEC-registered investment adviser · CRD 158989 · SEC 801-72726
At a glance
OAR Financial is an SEC-registered investment adviser based in Bryn Mawr, Pennsylvania, with $115 million in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is charitable organizations, and it reports 25 individual clients. By Form ADV it is a asset manager, ranked 2,295th of 3,218 asset managers and 14,945th of 17,210 SEC-registered advisers by assets.
Main office 833-662-6346oarfinancial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $115M
- Rank among asset managers
- #2,295 of 3,218
- Rank among all SEC RIAs
- #14,945 of 17,210
- Rank in Pennsylvania
- #521 of 564
- Individual clients
- 25
- High-net-worth clients
- 25
- Accounts
- 41
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Donald G. RobinsonChief Investment Officer
- Jessica J RoeperChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 10 | $103M | 90% |
| High-net-worth individuals | 25 | $7M | 6% |
| Corporations or other businesses | 5 | $3M | 3% |
| State or municipal government entities | 1 | $2M | 1% |
Disciplinary disclosures
OAR Financial reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗oarfinancial.com ↗
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The full record on OAR Financial
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 598 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does OAR Financial manage?
OAR Financial reports $115 million in regulatory assets under management across 41 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is OAR Financial?
OAR Financial is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are OAR Financial’s clients?
By assets, its largest client types are charitable organizations ($103 million, 10 clients); high-net-worth individuals ($7 million, 25 clients); corporations or other businesses ($3 million, 5 clients).
Does OAR Financial have any disciplinary history?
OAR Financial reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is OAR Financial’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →