O'connor Capital Advisory, LLC

O'connor Capital Advisory, LLC (CRD# 152687) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $71,065,152 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $651,974
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at O'connor Capital Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James H. Oconnor
CRD#: 1509766
5635 N Scottsdale Rd, Ste 170, Scottsdale, AZ 85250
93
Wealthminder
score

James Oconnor (CRD# 1509766) is an Investment Advisor Representative working at O'connor Capital Advisory, LLC in Scottsdale, AZ and has over 30 years of experience in the finance industry.

2
Nicholas L. Seltun
CRD#: 5275509
1172 Orange Ave, 2nd Floor, Coronado, CA 92118
68
Wealthminder
score

Nicholas Seltun (CRD# 5275509) is an Investment Advisor Representative working at O'connor Capital Advisory, LLC in Coronado, CA and has over 9 years of experience in the finance industry.

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