# 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.

- CRD: 166710
- Filed as: OLIVE STREET INVESTMENT ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166710
- AdvisorCensus page: https://advisorcensus.com/firm/olive-street-investment-advisers-llc-st-louis-mo-166710

## Quick answers

**How 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

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

### Regulatory assets under management (Item 5.F)
- Total: $203,755,416,203
- Discretionary: $203,755,416,203
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | 2 | $203,755,416,203 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 232 total, 232 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Tempe, AZ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $106,241,042,188 | 121 | July 30, 2021 |
| October 2022 | $130,714,979,023 | 136 | March 30, 2022 |
| October 2023 | $149,003,820,688 | 173 | March 30, 2023 |
| October 2024 | $178,210,617,986 | 246 | March 28, 2024 |
| October 2025 | $169,541,361,944 | 218 | March 20, 2025 |
| October 2026 | $203,755,416,203 | 232 | March 26, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Olive Street Investment Advisers, LLC (CRD 166710): Form ADV filing data as of October 2026.