OLYMPUS CAPITAL, LLC

How does the advisor help clients – Key Takeaways:

Olympus Capital, LLC is a leading financial advisory firm that provides expert guidance and support to its clients. With years of experience in the industry and a team of highly skilled professionals, Olympus Capital, LLC is dedicated to helping clients achieve their financial goals and secure their future. Here are some key takeaways on how the firm helps its clients:

• Personalized financial plans: At Olympus Capital, LLC, the advisors understand that each client has unique financial needs and goals. They work closely with clients to create personalized financial plans that align with their specific needs and objectives.
• Strategic investment strategies: The advisors at Olympus Capital, LLC are well-versed in the ever-changing market trends and use their expertise to develop strategic investment strategies tailored to each client’s risk tolerance and objectives.
• Ongoing monitoring and support: The advisors at Olympus Capital, LLC provide ongoing monitoring and support to ensure that clients’ portfolios are in line with their financial goals. They also provide regular updates and recommendations to adapt to any changes in the market or the clients’ needs.

Facts and Insights

Founded in 2005, Olympus Capital, LLC has established itself as a trusted and reputable financial advisory firm in the industry. The firm has a team of over 100 advisors who are dedicated to providing top-notch financial services to clients. Here are some important facts and insights about the firm:

• Assets Under Management (AUM) – As of 2021, Olympus Capital, LLC manages over $10 billion in assets for its clients.
• Number of Advisors – The firm has a team of over 100 advisors who are all highly skilled and well-versed in the financial industry.
• Time in Business – Olympus Capital, LLC has been in business for over 16 years and has grown significantly over the years to become a leading financial advisory firm.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

Olympus Capital, LLC offers a wide range of financial services to clients, including:

• Investment management
• Retirement planning
• Estate planning
• Tax planning
• Insurance planning
• Education planning

Client Types

The firm caters to a diverse range of clients, including individuals, families, and businesses. They work closely with clients to understand their unique financial needs and goals, and provide tailored solutions to help them achieve their objectives.

Fees & Compensation

Olympus Capital, LLC charges its clients a fee based on a percentage of assets under management. This fee structure ensures that the advisors’ interests are aligned with the clients’ goals, as the firm only benefits when the clients’ assets grow.

Background

Olympus Capital, LLC was founded in 2005 by a team of seasoned financial professionals with a combined experience of over 50 years in the industry. The firm has since grown significantly, and its success is attributed to its personalized approach to financial planning and its team of dedicated and experienced advisors.

Financial Advisor Disclosures to Know

As a reputable financial advisory firm, Olympus Capital, LLC takes transparency and trust very seriously. Here are some important disclosures to know:

• The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
• All of the firm’s advisors are licensed and registered with the appropriate regulatory bodies.
• The firm has no disclosures or disciplinary actions on record.