J. OLIVER MAXWELL, LLC

J. OLIVER MAXWELL, LLC of LAKEPORT, CA is an SEC-registered investment adviser (CRD 338783).

Registration

• CRD: 338783
• Type: Registered investment adviser
• Location: 5145 DAVIS DRIVE, LAKEPORT, CA, 95453
• Phone: 925-876-1377
• Latest filing: 2026-07-29
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338783 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search