ORACLE FINANCIAL GROUP

ORACLE FINANCIAL GROUP is an SEC-registered investment adviser (CRD 136750). Regulatory assets under management: $13.8M.

Registration

• CRD: 136750
• Type: Registered investment adviser
• Phone: 215-735-1315
• Latest filing: 2026-03-23
• Regulatory AUM: $13.8M
• Non-discretionary AUM: $13.8M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136750 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search