SourcingSourcing

OELSCHLAGER INVESTMENTS LLC

B53
CRD 306035·SEC 801-117587·AKRON, OH
AUM
$93.3M
$25M-$100M
Est. Revenue
$933K
@ 1% on AUM
Est. EBITDA
$280K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OELSCHLAGER INVESTMENTS LLC
CRD
306035
SEC file #
801-117587
EIN
—
DBA names
Oelschlager Investments

Economics

AUM
$93.3M
AUM band
$25M-$100M
AUM trajectory
'21'26
$11.4M → $93.3M▲ +715%
Client mix
Individuals High Net Worth24
Investment Companies2

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
AKRON OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/oelschlager-investments(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OELSCHLAGER, MARK, WESLEY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
OELSCHLAGER, MARK, WESLEY
OELSCHLAGER, TINA, TAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:oelschlager.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4233
Soi Zip Pct 200k Plus
0.1874
Soi Zip Returns 200k Plus
1820
Soi Zip Total AGI
1,607,341
Fdic Zip Total Deposits
38,036,885,000
Fdic Zip Branch Count
427
Fdic Zip Top Banks
The Huntington National Bank
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First National Bank of OhioFairlawn, OH
Summit BankFairlawn, OH
Fdic Zip HHI
717.06
Fdic Zip Top Bank Share Pct
15.56
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,100
Returns1,970
Stub 2
AGI52,345
Returns1,420
Stub 3
AGI76,703
Returns1,240
Soi Zip Total Business Income
49,914
Soi Zip Total Cap Gains
165,656
Soi Zip Total Dividends
82,938
Soi Zip Total Returns
9,710
Top Owner CRD
2212827
Trust Company Affiliate
No

People (2)

2
OELSCHLAGER, MARK, WESLEY
IAR · Direct Owner · 87.5%
2212827
TINA TAN OELSCHLAGER
Executive Officer · 2.5%
4240219