Oa Private Capital
Grand Rapids, MI·SEC-registered · CRD #282516
Oa Private Capital is an SEC-registered investment advisory firm in Grand Rapids, MI managing $23B across 157 client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$23B
Client accounts
157
Advisory staff
26
Fee model
Fee-only
How Oa Private Capital is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL OA PRIVATE CAPITAL
See how Oa compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Oa Private Capital. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Oa Private Capital? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Oa Private Capital
How much does Oa Private Capital manage?
Per its most recent SEC Form ADV filing (03/31/2026), Oa Private Capital reports $23B in regulatory assets under management across roughly 157 client accounts.
How does Oa Private Capital charge?
Oa Private Capital 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 Oa Private Capital a fiduciary?
Yes. Oa Private Capital is registered with the U.S. Securities and Exchange Commission (CRD #282516), 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 Oa Private Capital 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 Oa Private Capital and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Grand Rapids, MI
Profile compiled from Oa Private Capital's public SEC Form ADV filing (CRD #282516, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oa Private Capital. 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 Oa Private Capital? Claim this profile.