Bejelentkezés Regisztrálj ingyen

O'sullivan Creel Wealth Advisors, LLP (Pensacola)


O'sullivan Creel Wealth Advisors, LLP is a large advisory firm based in Pensacola. It manages $189.97 million of regulatory assets for 548 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Alabama, Florida, Louisiana, and Texas.

Logo

O'sullivan Creel Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

O'sullivan Creel Wealth Advisors: assets under management

The assets under management (AUM) of O'sullivan Creel Wealth Advisors, LLP is $189.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 373% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $189.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $346.65 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay O'sullivan Creel Wealth Advisors, LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Mortimer O'sullivan General partner 1 Jul 2001 Other 4400238
Larry Kelly Hicks General partner 1 Jul 2001 Other 3152135
Jack Anthony Rowell General partner 1 Jul 2001 Other 4703341
Marvin Decossa Beasley General partner 1 Jul 2001 Other 4703352
Michael Wayne Johnson General partner 1 Jul 2001 Other 4703346
Margaret Nimnicht Lorren General partner 1 Jul 2001 Other 4703348
Ilona Borish Flemming General partner 1 Jul 2001 Other 4703351
Gary John Tringas General partner 1 Jul 2001 Other 4751396
Lori K Kelley General partner 1 Sep 2004 Other 4896676
Michael P. Elder General partner 1 Jan 2007 Other 5278189
Kevin J. Lesser General partner 1 Jan 2007 Other 5278194

Based in Pensacola

The principal office where O'sullivan Creel Wealth Advisors, LLP performs its advisory services is located at 316 South Baylen Street, Pensacola, FL 32501 The mailing address of the firm is P.O. Box 12646, Pensacola, FL 32591 2646. An additional office of the firm is in Fort Walton Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 850-435-7400 or by fax 850-470-5545. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.osullivancreel.com.


Registered investment advisers similar to O'sullivan Creel Wealth Advisors, LLP