OLHOEFT FINANCIAL, LLC

OLHOEFT FINANCIAL, LLC is an SEC-registered investment adviser (CRD 139870). Regulatory assets under management: $81.6M.

Registration

• CRD: 139870
• Type: Registered investment adviser
• Phone: (949) 489-0136
• Latest filing: 2026-03-31
• Regulatory AUM: $81.6M
• Non-discretionary AUM: $81.6M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139870 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search