Oracle Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,786,096
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$984,721
About
Oracle Financial Group serves individual clients with investment advisory services focused on investments and retirement planning, and it also provides income tax preparation as part of its practice. The firm reports approximately $13.8 million in assets under management across 14 individual clients.
The firm delivers customized, non‑discretionary portfolio management: it assesses clients’ goals, risk tolerance and time horizon, makes client‑approved recommendations, and performs regular monitoring and rebalancing. Investment analysis combines fundamental and technical methods across stocks, bonds, and mutual funds/ETFs, with quarterly reporting and ongoing client communication.
Noteworthy aspects include its primarily non‑discretionary model — the firm does not accept discretionary authority — and a disclosed material change that insurance products are no longer offered, reflecting prior involvement in insurance brokerage. The firm also discloses that roughly 10% of its time is spent preparing federal, state and local tax returns, an ancillary service that is uncommon among similarly sized independent advisers.
Client services
Portfolio management
Retirement planning
Expertise
General retirement planning
Income planning
Fee options
$0 - $1,000,000: 1% $1,000,001 - $6,000,000: 0.75% $6,000,001+: 0.5%
Minimum fee: Minimum annual fee of $500
Main office location
Oracle Financial Group
Philadelphia PA, United States
Number of offices
1
Most active in
Oracle Financial Group has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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