Olive Tree Ridge Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,658,384
Total clients
8
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$2,207,298
About
Olive Tree Ridge Investment Advisors provides ongoing portfolio management primarily for high‑net‑worth individuals and for charitable organizations, and prepares an individualized Investment Policy Statement for each client. Services center on asset allocation, asset selection, and regular portfolio monitoring across ETFs, mutual funds, and equities.
The firm applies modern portfolio theory and generally recommends ETFs while also employing long‑term trading and options strategies, including covered and uncovered options. It documents client risk tolerance in the IPS, seeks discretionary trading authority, and delivers monthly custodian reports while requiring clients to custody and execute trades through Interactive Brokers.
Noteworthy aspects include the firm’s work with charitable organizations, a client type served by a minority of peers, and its use of options strategies that carry higher risk than typical buy‑and‑hold equity or mutual fund approaches. The brochure also discloses a 2021 regulatory lapse in which the firm failed to timely renew a state registration and entered a consent order with a $5,000 fine; the firm reports no other disciplinary matters and states it does not accept performance‑based fees or receive third‑party soft‑dollar benefits.
Client services
Fee options
0.5% annually
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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