O&G Capital Management

Name

O&G Capital Management

Legal name

Olivar & Greb Capital Management, LLC

Website

https://olivar-greb.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industry

Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)

Keywords

• Investment advisory services
• Wealth management
• Retirement planning
• Expatriate financial services
• Estate planning

Headquarters

HQ city

Lewes

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: Registered Investment Advisor providing comprehensive investment management and wealth management consulting services. Revenue is generated through advisory fees charged to clients for investment management, financial planning, and related advisory services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Olivar & Greb Capital Management, LLC (DBA O&G Capital Management) is a registered investment advisor providing investment management, strategic portfolio advisory, research and trading services, financial planning, retirement planning, education planning, estate and trust planning, executive compensation management, U.S. tax services, and American expat services to individuals, families, family offices, nonprofits, corporations, and trusts. The firm specializes in serving American expatriates in Asia, particularly China, with US-compliant financial services including FATCA compliance, international estate planning, and tax-efficient retirement accounts (Traditional IRA, Roth IRA, 401K rollovers, SEP IRAs). Minimum investment account balance is $250,000 USD with no lock-in periods or entrance/exit fees.

Product overview

O&G Capital Management is a Registered Investment Advisor offering a comprehensive suite of investment management and wealth advisory services. The core offering centers on Investment Management Services, which encompasses Strategic Portfolios (China A Shares, Precious Metals, Global Multi Asset, Global Equity, and Advanced Opportunities), Research and Trading Services, and Private Equity Advisory. Additional service lines include American Expat Services (tax-efficient retirement accounts, education savings, tax services, legal services, estate planning, insurance), Retirement Planning Solutions, Education Planning, Trust & Estate Planning, Executive Compensation Management, and the Value Investor's Library book club. The firm operates as a unified platform delivering fiduciary investment advice and financial planning across multiple jurisdictions.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Core investment management services providing proprietary investment options across diverse asset classes, including strategic portfolios (China A & ADR Shares, Precious Metals and Mining, Global Multi Asset, Global Equity, Advanced Opportunities), research and trade execution, and portfolio diversification strategies. Designed for high net worth individuals, families, family offices, nonprofits, corporations, and trusts with a minimum $250,000 USD investment.
• Research and Trading Services Designated professional trading team providing 24/7 support for stock, options, futures, and FOREX trades across over 100 exchanges and 22 currencies, with comprehensive research support across multiple sectors. Aimed at high net worth individuals, family offices, and accredited investors seeking global market access and advanced derivative strategies.
• Private Equity Advisory Due diligence and research services for private companies seeking equity or debt funding, enabling client portfolio diversification through private market exposure. Targeted at clients seeking alternative investments beyond public securities.
• American Expat Services Comprehensive financial services for American citizens living abroad in Asia, including tax-efficient retirement accounts (Traditional IRA, Roth IRA, 401K rollovers, SEP IRAs), education savings plans (529, Coverdell, UTMA/UGMA), U.S. tax services, legal services, estate planning, insurance advisory, and FATCA compliance support. Designed for U.S. citizens in China and broader Asia requiring cross-border financial planning.
• U.S. Tax Services Tax advisory services for expatriates including individual tax returns, corporate tax filings, FATCA compliance, double taxation guidance, and remote notary services. Delivered through Quantage LLC partnership for tax filing services. Targeted at U.S. citizens abroad needing compliant tax preparation.
• Retirement Planning Solutions Long-term retirement planning and account management including Individual Accounts, Joint Accounts, Roth IRAs, Traditional IRAs, SEP IRAs, 403(b), 457 government plans, and Rollover IRAs with 24/7 online access. Designed for individuals and families building retirement savings.
• Education Planning Four-step college financial planning process with multi-phase portfolio management transitioning from growth to capital preservation as college approaches. Targeted at families planning for future education expenses.
• Trust and Estate Planning Generational wealth transfer services including international wills and trusts, power of attorney, trust setup and management, and family wealth education. Designed for individuals and families seeking multi-jurisdictional estate planning.
• Executive Compensation Management Advisory services for executive compensation including stock options, restricted stock, RSUs, and performance shares, with strategies such as put options, covered calls, and option collars. Targeted at corporate executives managing complex compensation packages.

Quantifiable outcome

• Direct market access to stocks, bonds, and options from over 100 market centers in 24 countries
• +1 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Two partnerships are on record, tiered core.

• Interactive Brokers LLCcoreTechnology or IntegrationRegistered Broker-Dealer and Futures Commission Merchant providing execution and clearing services. Interactive Brokers offers direct market access to O&G clients for stocks, options, futures, FOREX, and other securities across global exchanges.
• Charles SchwabcoreTechnology or IntegrationMajor brokerage platform providing client portal access for account management. O&G clients can access Schwab login through the firm's website for account viewing and management.

Scale indicators1 record

Broad incumbents

• Focus Financial Partners: Partnership-focused firm aggregating high-quality RIAs serving HNW clients across the US; broadly comparable as a fiduciary RIA serving similar wealth segments, but with vastly greater scale and consolidated platform.
• Mercer Advisors: Large national RIA serving HNW individuals and families with comprehensive wealth management; comparable business model and fiduciary positioning but broader geographic focus and significantly larger scale.
• Carson Group: Large RIA and wealth management firm providing investment advisory, coaching, and technology services to advisors serving HNW clients; comparable business model and target segment with broader product breadth.
• Sanctuary Wealth: RIA platform partnering with HNW-focused advisors; offers partnership and infrastructure for wealth managers serving affluent clients, comparable in HNW focus but via an institutional partnership model rather than independent.
• Creative Planning: One of the largest US RIAs providing comprehensive investment, tax, estate, and retirement planning to HNW households; comparable in offering breadth and fiduciary RIA model, but operating at vastly greater scale.

Direct peers

• Greenback Expat Tax Services: US-based firm specializing in US tax preparation and financial services for American expatriates, with a similar expat-focused client base and bundled tax + advisory positioning. Directly comparable in target customer and niche focus.
• H&CO Wealth Management: Independent international wealth management firm advising globally mobile families and individuals on cross-border financial planning; directly comparable in serving internationally mobile HNW clients with cross-border complexity.

Others

• XY Planning Network: Network and community of fee-only financial advisors providing fiduciary advice to clients; comparable in fiduciary RIA model and target client base, though more mass-affluent focused rather than the HNW expat niche.

Emerging players

• Bright!Tax: Expat-focused tax services firm serving Americans abroad with related financial-adjacent services; overlaps with O&G's expat tax and compliance offering, though narrower in investment management depth.
• GeoWealth: Technology platform enabling RIAs to manage global and multi-currency portfolios for internationally-based clients; adjacent competitor addressing the same expat/multi-jurisdiction pain points with a tech-led model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Olivar-Associates-LLC-596741713855224
• LinkedInlinkedin.com/company/ogcapitalmanagement

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about O&G Capital Management