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| Keyboard |
| Ogard Capital Markets Research LLC
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|---|---|
| CRD # | 337959 |
| SEC # | 801-134261 |
| CIK # | |
| AUM | 62.2 M (2026-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 253-777-8784 |
| Address | 15 Golf Crest Court Henderson, NV 89052 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 62.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 62.2 |
| By Discretionary | ||
| Discretionary | 1 | 62.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 62.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.2 | |
| Total | 1 | 62.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
RESQ Investment Partners LLC
✚
|
AZ | 65.8 M |
|
MH Investment Management Inc
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|
63.4 M | |
|
Capsigma Investment Partners LTDA
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|
61.6 M | |
|
Hawks Point Capital Partners LLC
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|
NY | 61.4 M |
|
Sbauer Funds LLC
✚
|
IN | 61.3 M |
|
GST Management LLC
✚
|
60.9 M | |
|
Halo Investment Services LLC
✚
|
NY | 60.0 M |
|
Firsthand Capital Management Inc
✚
|
CA | 58.6 M |
|
Catalyst International Advisors LLC
✚
|
PR | 58.0 M |
|
Amplify Endowment Management LLC
✚
|
57.6 M |