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| Keyboard |
| Open Source Investments LLC
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|
|---|---|
| CRD # | 287501 |
| SEC # | 801-124704 |
| CIK # | |
| AUM | 130.7 M (2026-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 985-231-0808 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 239 | 130.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 612 | 130.7 |
| By Discretionary | ||
| Discretionary | 612 | 130.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 612 | 130.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.7 | |
| Total | 612 | 130.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WARM Springs Advisors Inc
✚
|
CA | 131.3 M |
|
Middleton & Company
✚
|
WA | 131.3 M |
|
Stawnychy Financial Services Inc
✚
|
NJ | 131.2 M |
|
Bison Wealth Management LLC
✚
|
OH | 131.0 M |
|
DMK Advisor Group Inc
✚
|
FL | 130.8 M |
|
Weinstat Wealth Management Inc
✚
|
130.7 M | |
|
Lincoln Douglas Investments LLC
✚
|
OH | 130.5 M |
|
Montgomery Capital Advisors LLC
✚
|
NY | 130.1 M |
|
Seven Hills Capital Advisors LLC
✚
|
OH | 130.0 M |
|
Wheels UP Wealth Inc
✚
|
130.0 M |