Wealth manager, independent · Gladstone, NJ
Oliver Luxxe Assets LLC
SEC-registered investment adviser · CRD 169588 · SEC 801-78786
At a glance
Oliver Luxxe Assets LLC is an SEC-registered investment adviser based in Gladstone, New Jersey, with $1.0B in regulatory assets under management as of its Form ADV filed August 19, 2026. It reports 441 individual clients, 351 of them high-net-worth, holding an average of about $2.1 million each, and 9 employees. That ranks it 1104th among the nation’s 5,657 independent wealth management RIAs and 28th of 157 in New Jersey. It reports 2 custodians for its clients’ separately managed accounts: BNY Pershing and Charles Schwab.
New to the $1 billion list this month. This month’s movers →
Main office 908-741-4884oliverluxxe.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.0B
- Rank among independent wealth managers
- #1,104 of 5,657
- Rank among all SEC RIAs
- #5,383 of 17,210
- Rank in New Jersey
- #28 of 157
- Individual clients
- 441
- High-net-worth clients
- 351
- Accounts
- 1,704
- Discretionary
- 88% of AUM
- Employees
- 9
- Advisory staff
- 6
- Offices
- 2
Owners and executives on its Form ADV
- Brad D. JacobsonPrincipal & Managing Member
- Joseph C. TrucanoDirector of Financial Planning
- Douglas A. KaminChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Oliver Luxxe Assets LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Under this arrangement, the Firm's Supervised Persons, in their individual capacities as registered representatives of Purshe Kaplan Sterling Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 351 | $883M | 88% |
| Pension and profit sharing plans | 25 | $49M | 5% |
| Individuals | 90 | $35M | 3% |
| Charitable organizations | 2 | $15M | 2% |
| Pooled investment vehicles | 1 | $12M | 1% |
| Corporations or other businesses | 2 | $7M | <1% |
Private funds
Oliver Luxxe Assets LLC reports 3 private funds with $37M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Oliver Luxxe Assets LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗oliverluxxe.com ↗
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The full record on Oliver Luxxe Assets LLC
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 3,535 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 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.
Similar-size RIAs in New Jersey
All of New Jersey →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Lighthouse Financial Advisors, Inc.Red Bank | $1.1B | 429 |
| Glen Eagle Advisors, LLCKingston | $1.0B | 3,361 |
| Breakwater Capital GroupParamus | $1.0B | 370 |
Background
Questions
How much does Oliver Luxxe Assets LLC manage?
Oliver Luxxe Assets LLC reports $1.0B in regulatory assets under management across 1,704 accounts, 88% of it on a discretionary basis, on its Form ADV filed August 19, 2026.
How many clients does Oliver Luxxe Assets LLC have?
It reports 441 individual clients: 351 high-net-worth individuals and 90 other individuals. Individuals account for about 92% of its regulatory assets.
Where is Oliver Luxxe Assets LLC headquartered?
Its main office is in Gladstone, New Jersey. It reports 2 offices in total and 9 employees, 6 of whom perform investment advisory functions.
How does Oliver Luxxe Assets LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Oliver Luxxe Assets LLC use?
It reports 2 custodians for its clients’ separately managed accounts: BNY Pershing and Charles Schwab. On Schedule D of its Form ADV filed August 19, 2026, it reports these amounts held: BNY Pershing ($682M); Charles Schwab ($255M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Oliver Luxxe Assets LLC a hybrid RIA with a broker-dealer?
Oliver Luxxe Assets LLC is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Oliver Luxxe Assets LLC a fiduciary?
As an SEC-registered investment adviser, Oliver Luxxe Assets LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Oliver Luxxe Assets LLC’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 (2026-08-19), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →