O
Olympia Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,800,692
Total clients
12
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$2,816,724
About
Olympia Advisors LLC provides discretionary asset management to individuals and high-net-worth clients, delivering ongoing portfolio management that uses ETFs, mutual funds and, occasionally, individual stocks and bonds. As of December 31, 2025 the firm reported about $33.8 million in assets under management for a small number of advisory clients and manages portfolios with continuous oversight and rebalancing.
The firm structures portfolios around client goals, documented risk tolerance and an asset-allocation framework between equities and fixed income, employing both fundamental and technical analysis in security selection. Investment implementation typically emphasizes ETFs and mutual funds with a generally low‑turnover, long‑term orientation while allowing short‑term trades when warranted; tax efficiency is considered but not the primary objective.
Noteworthy features include a $500,000 account minimum and a concentrated client roster, which support more customized and closely supervised relationships than many independent peers that serve broader retail populations. The firm requires custody at a specified custodian (Charles Schwab & Co.), does not accept soft‑dollar or external sales compensation, leaves proxy voting to clients, and is led by a principal with a CFA designation and prior institutional portfolio management experience despite the firm’s recent formation.
Client services
Portfolio management
Expertise
Tax-loss harvesting
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01+: 0.60% annually
Account minimum: $500,000 (may be lowered or waived in certain instances) Fee-only: Annual asset management fees based on tiered percentage of assets under management as specified above.
Main office location
Olympia Advisors LLC
Greenville SC, United States
Number of offices
1
Most active in
Olympia Advisors LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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