AdvisorCensus / Financial advisors / Missouri / St. Louis / Olive Street Investment Advisers, LLC
Olive Street Investment Advisers, LLC
Filed as OLIVE STREET INVESTMENT ADVISERS, LLC
Olive Street Investment Advisers, LLC is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is Olive Street Investment Advisers, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Olive Street Investment Advisers, LLC reports these compensation arrangements: a percentage of assets under its management; other.
Where is Olive Street Investment Advisers, LLC located?
Olive Street Investment Advisers, LLC's principal office is in St. Louis, MO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Olive Street Investment Advisers, LLC registered with the SEC or a state?
Olive Street Investment Advisers, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166710.
How much does Olive Street Investment Advisers, LLC manage?
Olive Street Investment Advisers, LLC reports $203,755,416,203 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have Olive Street Investment Advisers, LLC's assets and staff changed since 2021?
In the Form ADV data for Olive Street Investment Advisers, LLC: Regulatory assets under management: $106,241,042,188 in the October 2021 data and $203,755,416,203 in the October 2026 data, up 92%. Total employees: 121 in October 2021 and 232 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Olive Street Investment Advisers, LLC serve?
By number of clients on Form ADV Item 5.D: investment companies (2).
Does Olive Street Investment Advisers, LLC 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/166710
What changed in Olive Street Investment Advisers, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 218 to 232. Regulatory assets under management went from $169,541,361,944 to $203,755,416,203 (+20%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$203,755,416,203 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2013 (13 years)
- Employees
- Total: 232. Performing investment advisory functions: 232.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $203,755,416,203 | 232 | March 26, 2026 |
| October 2025 | $169,541,361,944 | 218 | March 20, 2025 |
| October 2024 | $178,210,617,986 | 246 | March 28, 2024 |
| October 2023 | $149,003,820,688 | 173 | March 30, 2023 |
| October 2022 | $130,714,979,023 | 136 | March 30, 2022 |
| October 2021 | $106,241,042,188 | 121 | July 30, 2021 |
Regulatory assets under management: $106,241,042,188 in the October 2021 data and $203,755,416,203 in the October 2026 data, up 92%.
Total employees: 121 in October 2021 and 232 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 218 to 232.
- Regulatory assets under management went from $169,541,361,944 to $203,755,416,203 (+20%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Olive Street Investment Advisers, LLC (CRD 166710): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/olive-street-investment-advisers-llc-st-louis-mo-166710