Unconventional Investor, LLC

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Client assets under management

$299,270,187

Clients

58% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$3,400,798

About

Unconventional Investor serves individual clients, including high-net-worth individuals, managing roughly $302.5 million across 88 accounts through a two-advisor team. The firm provides portfolio evaluation, ongoing discretionary portfolio management, and integrated financial planning as part of its management services.

The firm follows a Swensen-style asset allocation philosophy that emphasizes simple, low-cost index funds for equities and U.S. Treasury securities/TIPS for fixed income, favoring long-term buy-and-hold positions and infrequent trading. Portfolios are mass-customized to client risk profiles and goals, with ongoing monitoring, periodic rebalancing, and scheduled outreach to review plans as circumstances change.

What stands out for this firm is the concentration of assets relative to its small advisory team, producing a high assets-per-advisor and assets-per-client profile compared with peers. Operationally it requires custody with its chosen custodian and handles trading under limited powers of attorney—executing trades for individual accounts rather than aggregating orders—and it does not accept proxy-voting authority on client securities.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing General retirement planning Cash flow / budgeting

Fee options

Percentage

$0 - $500,000: 0.40% annually $500,001+: 0.20% annually

Other

Account minimum: $250,000

Main office location

Unconventional Investor, LLC

Portsmouth NH, United States

Number of offices

Most active in

California · New Hampshire · North Carolina · Texas

Disclosures

Business activities & affiliations

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.

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 Form ADV Part 3: Client Relationship

Quick links

Website (415) 235-3729

Advisors at this firm

Christopher O

Series 65

Charlotte, NC

Unconventional Investor, LLC

Christopher O'Leary is a financial advisor with Unconventional Investor, LLC in Charlotte, NC, holding a Series 65 designation and six years of industry experience. Prior to joining Unconventional Investor in 2019, he worked at Keyence Corporation from 2014 to 2018. Unconventional Investor primarily serves individual clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, initial portfolio evaluations, and periodic financial planning. The firm’s investment approach emphasizes asset allocation using low-cost equity index funds and U.S. Treasury bonds, with portfolios customized to each client’s risk profile and managed with a buy-and-hold, low-turnover strategy.

Passive / index investing General retirement planning Cash flow / budgeting

Paul O

Series 65

Portsmouth, NH

Unconventional Investor, LLC

Paul O'Leary is a financial advisor at Unconventional Investor, LLC with 18 years of industry experience. He holds a Series 65 credential and has been with Unconventional Investor since 2007. Unconventional Investor primarily serves individual clients, including both high-net-worth and non-HNW individuals, offering discretionary portfolio management, initial portfolio evaluations, and periodic financial planning. The firm’s investment approach emphasizes asset allocation based on a framework influenced by David Swensen, utilizing low-cost equity index funds and U.S. Treasury bonds and TIPS, with portfolios customized to client risk profiles and managed with a buy-and-hold, low-turnover discipline.

Passive / index investing General retirement planning Cash flow / budgeting

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