O'Shaughnessy Asset Management, LLC
Stamford, CT·SEC-registered · CRD #144594
O'Shaughnessy Asset Management, LLC is an SEC-registered investment advisory firm in Stamford, CT managing $20B across 11k client accounts, with 53 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$20B
Client accounts
11k
Advisory staff
53
Fee model
Fee-only
How O'Shaughnessy Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about O'Shaughnessy Asset Management, LLC
How much does O'Shaughnessy Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (12/16/2025), O'Shaughnessy Asset Management, LLC reports $20B in regulatory assets under management across roughly 11k client accounts.
How does O'Shaughnessy Asset Management, LLC charge?
O'Shaughnessy Asset Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is O'Shaughnessy Asset Management, LLC a fiduciary?
Yes. O'Shaughnessy Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #144594), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is O'Shaughnessy Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks O'Shaughnessy Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Stamford, CT
Profile compiled from O'Shaughnessy Asset Management, LLC's public SEC Form ADV filing (CRD #144594, filed 12/16/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of O'Shaughnessy Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with O'Shaughnessy Asset Management, LLC? Claim this profile.