# Oliver Luxxe Assets LLC

> Oliver Luxxe Assets LLC is an SEC-registered investment advisory firm in Gladstone, NJ, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.

- CRD: 169588
- Filed as: OLIVER LUXXE ASSETS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gladstone, NJ
- Filing period: October 2026
- Form ADV filing dated: August 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169588
- AdvisorCensus page: https://advisorcensus.com/firm/oliver-luxxe-assets-llc-gladstone-nj-169588

## Quick answers

**How is Oliver Luxxe Assets LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oliver Luxxe Assets LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Oliver Luxxe Assets LLC located?**
Oliver Luxxe Assets LLC's principal office is in Gladstone, NJ, according to its Form ADV.

**Is Oliver Luxxe Assets LLC registered with the SEC or a state?**
Oliver Luxxe Assets LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169588.

**How much does Oliver Luxxe Assets LLC manage?**
Oliver Luxxe Assets LLC reports $1,001,790,266 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (88% discretionary).

**How have Oliver Luxxe Assets LLC's assets and staff changed since 2021?**
In the Form ADV data for Oliver Luxxe Assets LLC: Regulatory assets under management: $571,972,775 in the October 2021 data and $1,001,790,266 in the October 2026 data, up 75%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oliver Luxxe Assets LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (351); individuals (other than high net worth individuals) (90); pension and profit sharing plans (but not the plan participants or government pension plans) (25).

**Which custodians does Oliver Luxxe Assets LLC use?**
Oliver Luxxe Assets LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Oliver Luxxe Assets 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/169588

**Does Oliver Luxxe Assets LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 19, 2026 says: "OLA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Oliver Luxxe Assets LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $864,222,900 to $981,937,547 (+14%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 19, 2026)

- Account minimum: None

> OLA does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,001,790,266
- Discretionary: $885,444,617
- Non-discretionary: $116,345,649

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $34,573,022 |
| High net worth individuals | 351 | $883,332,886 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $12,150,082 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 25 | $49,455,283 |
| Charitable organizations | 2 | $15,374,782 |
| Corporations or other businesses not listed above | 2 | $6,904,211 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (12 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, IL, MA, NH, NJ, NV, NY, PA, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oliverluxxe.com
- LinkedIn @OLIVER-LUXXE-ASSETS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $571,972,775 | 9 | August 23, 2021 |
| October 2022 | $622,663,921 | 9 | July 15, 2022 |
| October 2023 | $608,975,001 | 9 | May 5, 2023 |
| October 2024 | $693,878,841 | 9 | March 21, 2024 |
| October 2025 | $864,222,900 | 9 | April 1, 2025 |
| October 2026 | $1,001,790,266 | 9 | August 19, 2026 |

Regulatory assets under management: $571,972,775 in the October 2021 data and $1,001,790,266 in the October 2026 data, up 75%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $864,222,900 to $981,937,547 (+14%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oliver Luxxe Assets LLC (CRD 169588): Form ADV filing data as of October 2026.