# OIA Ltd

> OIA Ltd is an SEC-registered investment advisory firm in Tortola, British Virgin Islands, registered since 2005, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 136174
- Filed as: OIA LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tortola, British Virgin Islands
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/136174
- AdvisorCensus page: https://advisorcensus.com/firm/oia-ltd-tortola-136174

## Quick answers

**How is OIA Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), OIA Ltd reports these compensation arrangements: a percentage of assets under its management.

**How much does OIA Ltd charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Up to $500,000: 2% a year; $500,000 to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.8% a year; $2,000,000 to $3,000,000: 0.6% a year; Above $3,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is OIA Ltd located?**
OIA Ltd's principal office is in Tortola, British Virgin Islands, according to its Form ADV.

**Is OIA Ltd registered with the SEC or a state?**
OIA Ltd is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136174.

**How much does OIA Ltd manage?**
OIA Ltd reports $1,300,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have OIA Ltd's assets and staff changed since 2021?**
In the Form ADV data for OIA Ltd: Regulatory assets under management: $730,000 in the October 2021 data and $1,300,000 in the October 2026 data, up 78%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does OIA Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does OIA Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136174

**What changed in OIA Ltd's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $900,000 to $1,300,000 (+44%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Up to $500,000: 2% a year
- $500,000 to $1,000,000: 1% a year
- $1,000,000 to $2,000,000: 0.8% a year
- $2,000,000 to $3,000,000: 0.6% a year
- Above $3,000,000: 0.5% a year

> Assets under Management Annual Fee % First $500,000 2% $500-1M 1% $1M-2M 0.80% $2M-3M 0.60% $3M Plus 0.50%

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,300,000
- Discretionary: $1,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,300,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oialtd.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $730,000 | 1 | March 24, 2021 |
| October 2022 | $780,000 | 1 | March 8, 2022 |
| October 2023 | $787,000 | 1 | June 27, 2023 |
| October 2024 | $810,000 | 1 | February 19, 2024 |
| October 2025 | $900,000 | 1 | March 26, 2025 |
| October 2026 | $1,300,000 | 1 | March 17, 2026 |

Regulatory assets under management: $730,000 in the October 2021 data and $1,300,000 in the October 2026 data, up 78%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $900,000 to $1,300,000 (+44%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OIA Ltd (CRD 136174): Form ADV filing data as of October 2026.