# OLIVER LUXXE ASSETS LLC

OLIVER LUXXE ASSETS LLC of GLADSTONE, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 169588
- Type: SEC-registered investment adviser
- SEC file number: 801-78786
- Location: 10 LACKAWANNA AVE, SUITE 9, GLADSTONE, NJ, 07934
- Phone: 908-741-4884
- Latest filing: 2026-03-25
- Regulatory AUM: $981.9M
- Discretionary AUM: $919.8M
- Non-discretionary AUM: $62.1M
- Clients: 9
- Accounts: 1,609

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Laura Lee Flanagan | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| Brad David Jacobson | PRINCIPAL & MANAGING MEMBER | — |
| Joseph Michael Sharma | PRINCIPAL & MEMBER | — |
| Joseph Conrad Trucano | DIRECTOR OF FINANCIAL PLANNING | — |
| Douglas Andrew Kamin | CHIEF COMPLIANCE OFFICER | — |
| JACOBSON MATT DAVID | CHIEF COMPLIANCE OFFICER AND PRINCIPAL; PRINCIPAL; PRINCIPAL & MANAGING MEMBER | — |
| STAFF MICHAEL THEODORE | MANAGING MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| LYNCH JOHN RICHARD | PRINCIPAL; PRINCIPAL & MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| JAFFE ALLISON GAIL | CHIEF COMPLIANCE OFFICER | — |
| SHARMA JOSEPH MICHAEL | CHIEF INVESTMENT OFFICER; PRINCIPAL & MEMBER | — |
| FLANAGAN LAURA LEE | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL; GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| TRUCANO JOSEPH CONRAD | DIRECTOR OF FINANCIAL PLANNING | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169588/similar
- Related entities: https://search.stillhousedata.com/firm/169588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.