Ov Capital

Ov Capital (CRD# 147959) is a financial advisory firm headquartered in Alexandria, VA. They manage $24,756,706 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $687,686
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.

VA

Financial Advisors at Ov Capital
Showing 1 - 2 of 2 top financial advisors.
1
Stephen D. Memery
CRD#: 2899787
Alexandria, VA 22314
100
Wealthminder
score

Stephen Memery (CRD# 2899787) is an Investment Advisor Representative working at Ov Capital in Alexandria, VA and has over 19 years of experience in the finance industry.

 

A founding partner of OV Capital and our Chief Investment Officer, Steve Memery holds the designation of Chartered Portfolio Manager™ as well as Chartered Market Analyst™ from the American Academy of Financial Management (AAFM). Prior to forming OV Capital Steve was affiliated with some of the most recognizable names in the investment industry, where he managed portfolios of regional and national accounts.

 

Steve studied at Virginia Tech’s top ranked college of Architecture + Design before gravitating to the world of finance and investing, and graduating from the R.B. Pamplin College of Business.

 

Steve is a past contributing columnist for The Zebra, a local newspaper with a distribution of 26,000 throughout Northern, Virginia. As the former Host of [email protected] heard weekly on AM1260 The Answer, Steve was nominated as a finalist for the Talkers/Lone Beacon Media Financial Broadcast Awards. Steve currently resides in Old Town, Alexandria.

2
Lily Y. Poy
CRD#: 4770662
Alexandria, VA
96
Wealthminder
score

Lily Poy (CRD# 4770662) is an Investment Advisor Representative working at Ov Capital in Alexandria, VA and has over 13 years of experience in the finance industry. Lily Poy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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