OLIVE STREET INVESTMENT ADVISERS, LLC
CRD #166710 SEC #801-77754 ST. LOUIS, MO 314-515-2000
SEC Registered
Total AUM
$169.5B
Discretionary
$169.5B
Employees
218
Clients
--
Accounts
13
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| Albritton, Aaron, Dale | I | TREASURER | NA | Control |
| BANNISTER, LINDA, DIANNE | I | PRESIDENT | NA | Control |
| BASTIEN, KEVIN, DWAYNE | I | TREASURER | NA | Control |
| BASTIEN, KEVIN, DWAYNE | I | TREASURER | NA | Control |
| BASTIEN, KEVIN, DWAYNE | I | TREASURER | NA | Control |
| BASTIEN, KEVIN, DWAYNE | I | TREASURER | NA | Control |
| BASTIEN, KEVIN, DWAYNE | I | TREASURER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEE, STEPHEN, TODD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bertain, Lisa, Murphy | I | SECRETARY | NA | Control |
| Bertain, Lisa, Murphy | I | SECRETARY | NA | Control |
| Bertain, Lisa, Murphy | I | SECRETARY | NA | Control |
| Besmer, Michael, Joseph | I | TREASURER | NA | Control |
| Besmer, Michael, Joseph | I | TREASURER | NA | Control |
| Besmer, Michael, Joseph | I | TREASURER | NA | Control |
| Besmer, Michael, Joseph | I | TREASURER | NA | Control |
| Besmer, Michael, Joseph | I | TREASURER | NA | Control |
| Besmer, Michael, Joseph | I | TREASURER | NA | Control |
| FIALA, WILLIAM, ELLIOTT | I | VICE PRESIDENT | NA | Control |
| FIALA, WILLIAM, ELLIOTT | I | VICE PRESIDENT | NA | Control |
| FIALA, WILLIAM, ELLIOTT | I | VICE PRESIDENT | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KANTOUTH, COLETTE, MARIE | I | TREASURER | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| KERSTING, THOMAS, CHRISTOPHER | I | PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| LUEBBERT, BRYAN, JOSEPH | I | VICE PRESIDENT | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| MCCLOUD, LYNETTE, D | I | SECRETARY | NA | Control |
| ROBSON, RYAN, TIMOTHY | I | PRESIDENT | NA | Control |
| ROBSON, RYAN, TIMOTHY | I | PRESIDENT | NA | Control |
| ROBSON, RYAN, TIMOTHY | I | PRESIDENT | NA | Control |
| ROBSON, RYAN, TIMOTHY | I | PRESIDENT | NA | Control |
| ROBSON, RYAN, TIMOTHY | I | PRESIDENT | NA | Control |
| SEIFERT, STEPHEN, RICHARD | I | VICE PRESIDENT | NA | Control |
| TRICARICO, JAMES, A | I | SECRETARY | NA | Control |
| TRICARICO, JAMES, A | I | SECRETARY | NA | Control |
| TRICARICO, JAMES, A | I | SECRETARY | NA | Control |
| TRICARICO, JAMES, A | I | SECRETARY | NA | Control |
| TRICARICO, JAMES, A | I | SECRETARY | NA | Control |
| Toner, Robert | I | SECRETARY | NA | Control |
| WEDDLE, JAMES, DONALD | I | PRESIDENT | NA | Control |
| WEDDLE, JAMES, DONALD | I | PRESIDENT | NA | Control |
| WEDDLE, JAMES, DONALD | I | PRESIDENT | NA | Control |
| WEDDLE, JAMES, DONALD | I | PRESIDENT | NA | Control |
| WEDDLE, JAMES, DONALD | I | PRESIDENT | NA | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
| THE JONES FINANCIAL COMPANIES, L.L.L.P. | DE | SOLE MEMBER | E | Control |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (2)
AZ MO
Address
12555 MANCHESTER ROADST. LOUIS, MO 63131
United States
Phone: 314-515-2000