Oltarion Capital LLC is a registered investment advisor founded in 2026, offering non-discretionary investment advisory services to individuals, high-net-worth individuals, corporations, and institutional clients. The firm tailors its services to each client's financial circumstances, risk tolerance, time horizon, and liquidity needs. Oltarion Capital primarily recommends diversified portfolios composed of mutual funds and exchange-traded funds, utilizing model portfolios as a framework while allowing for customized allocations. The firm also provides limited-scope financial planning services incidental to its investment advisory services, covering areas such as investment goals, risk capacity, and general retirement planning considerations. Because the firm's member maintains full-time outside employment, advisory activities and client communications are conducted primarily during evening and after-market hours.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.96% |
The annual fee is 0.88% for the first four billed calendar quarters and 0.96% annually thereafter. Fees are negotiable based on the size, complexity, and scope of the engagement.