Reported as registered
O'DONNELL FINANCIAL SERVICES, LLC
CRD 172520 · SEC 801-110717
SAN RAFAEL, CA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
2,699 sourced firms · query 339 ms
Reported as registered
O'NEIL GLOBAL ADVISORS, INC.
CRD 308150 · SEC 801-119966
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAK ASSET MANAGEMENT, LLC
CRD 287856 · SEC 801-110296
WESTLAKE VILLAGE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAKHURST ADVISORS
CRD 282057 · SEC 801-107689
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAKMONT CORPORATION
CRD 112337 · SEC 801-42175
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAKTREE CAPITAL MANAGEMENT, L.P.
CRD 106793 · SEC 801-48923
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAKTREE FUND ADVISORS, LLC
CRD 290193 · SEC 801-112570
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OBVIOUS VENTURES
CRD 173187 · SEC 802-80474
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OC CAPITAL MANAGEMENT LTD
CRD 335522 · SEC 802-132364
IRVINE, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCCIDENTAL ASSET MANAGEMENT, LLC
CRD 168650 · SEC 801-78516
BURLINGAME, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCEAN AVENUE CAPITAL PARTNERS, L.P.
CRD 160122 · SEC 801-73101
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCEAN PARK ASSET MANAGEMENT, LLC
CRD 145634 · SEC 801-68554
SANTA MONICA, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCEAN PATH ADVISORS, LLC
CRD 338933 · SEC 801-135249
MANHATTAN BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCEANIQ CAPITAL, LLC
CRD 168062 · SEC 801-113911
PALO ALTO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
CRD 309209 · SEC 801-123257
BURLINGAME, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCTAVEWEALTH
CRD 170975 · SEC 801-79758
SAN FRANCISCO, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OCV MANAGEMENT, LLC
CRD 291680 · SEC 802-113122
LOS ANGELES, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OCVC, LLC
CRD 289991 · SEC 802-112455
NEWPORT BEACH, CA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ODER INVESTMENT MANAGEMENT, LLC
CRD 134506 · SEC 801-110656
WOODLAND HILLS, CA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
OFFLINE VENTURES, LLC
CRD 310724 · SEC 802-127241
MILL VALLEY, CA
Source release August 3, 2026 · retrieved August 18, 2026