Ohlmann Investment Advisors LLC

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Client assets under management

$17,305,895

Clients

4% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$346,118

About

Ohlmann Investment Advisors LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients, overseeing roughly $17.3 million across about 50 accounts. The firm prepares an Investment Policy Statement for each client and offers advice across a broad array of vehicles, including mutual funds, equities, fixed income, ETFs, REITs, hedge funds, real estate and insurance products such as annuities.

OIA operates under documented discretionary authority for most accounts, tailoring plans to clients’ goals, tax considerations and risk tolerances and delivering regular custodian reports. Its investment process combines charting, fundamental, technical and cyclical analysis and may employ long- and short-term trading as well as short sales and options-writing strategies.

Distinctively for a firm of this size, a firm representative is licensed to sell insurance products and may recommend commissionable insurance or annuity solutions, a relationship the firm discloses and for which clients are not required to transact with the representative. The firm manages all client assets internally rather than selecting third-party managers, recommends Charles Schwab for custody and may receive related research and soft-dollar benefits from that custodian relationship.

Client services

Portfolio management Pension consulting

Expertise

Options & derivatives strategies Active portfolio management Real estate investing

Fee options

Percentage

1.0% annually

Main office location

Ohlmann Investment Advisors LLC

Traverse City MI, United States

Number of offices

Most active in

Indiana · Michigan

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

616-309-0537

Advisors at this firm

Aaron K

Series 63, Series 65

Traverse City, MI

Ohlmann Investment Advisors LLC

Aaron Klop is a financial advisor with Ohlmann Investment Advisors LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Ohlmann Investment Advisors since 2013. In addition to his advisory role, Klop is a licensed insurance agent and occasionally offers insurance products to clients. Ohlmann Investment Advisors LLC serves individuals and high-net-worth clients, managing approximately $17 million across about 59 accounts. The firm provides customized investment policy development, discretionary portfolio management, and access to a wide range of investment vehicles, employing a process that incorporates multiple analysis methods and annual reviews.

Options & derivatives strategies Active portfolio management Real estate investing

Mark O

Series 63, Series 65

Traverse City, MI

Ohlmann Investment Advisors LLC

Mark Ohlmann is a financial advisor at Ohlmann Investment Advisors LLC in Traverse City, MI, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Ohlmann Investment Advisors since 2013. Ohlmann Investment Advisors LLC provides investment supervisory and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $17 million across about 59 accounts, using client-specific Investment Policy Statements and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Options & derivatives strategies Active portfolio management Real estate investing

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