OLIPHINT ASSOCIATES LLC
Legal name: ONE ADVOCATE GROUP
CRD #270005 SEC #801-101527 SAN ANTONIO, TX 210-341-1235
SEC Registered
Total AUM
$258.7M
Discretionary
$258.7M
Employees
5
Clients
1
Accounts
502
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 26, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ESCOBEDO, CHRIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NEEL, SARA, ANN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| NEEL, SARA, ANN | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, DEBRA, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| OLIPHINT, THOMAS, HOWARD | I | MANAGING MEMBER | E | Control |
| NEEL, SARA, ANN | I | CHIEF EXECUTIVE OFFICER & MANAGING PARTNER | B | Control |
| NEEL, SARA, ANN | I | CHIEF EXECUTIVE OFFICER & MANAGING PARTNER | B | Control |
| NEEL, SARA, ANN | I | CHIEF EXECUTIVE OFFICER & MANAGING PARTNER | B | Control |
Registrations
Federal
IA
Jan 26, 2021 REGISTERED
Notice Filings (2)
LA TX
Address
11503 NW MILITARY HIGHWAY, SUITE 206SAN ANTONIO, TX 78231
United States
Phone: 210-341-1235