Oic
New York, NY·SEC-registered · CRD #282499
Oic is an SEC-registered investment advisory firm in New York, NY managing $4.5B across 50 client accounts, with 33 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.5B
Client accounts
50
Advisory staff
33
Fee model
Fee-only
How Oic 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 Oic
How much does Oic manage?
Per its most recent SEC Form ADV filing (04/01/2026), Oic reports $4.5B in regulatory assets under management across roughly 50 client accounts.
How does Oic charge?
Oic 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 Oic a fiduciary?
Yes. Oic is registered with the U.S. Securities and Exchange Commission (CRD #282499), 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 Oic 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 Oic and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Oic's public SEC Form ADV filing (CRD #282499, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oic. 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 Oic? Claim this profile.