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OAR FINANCIAL
Legal name: PALLADIEM LLC
CRD 158989File 801-72726
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$114.5M
Bottom 25% of cohort (national)
Discretionary AUM
$114.5M
Clients
41
41 accounts
Employees
10
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 14, 2011
- Principal office
- ONE TOWN PLACE, SUITE 200, BRYN MAWR, PA, 19010
- Phone
- 833-662-6346
- Website
- https://oarfinancial.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $114.5M
- Discretionary AUM
- $114.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 41
- Non-discretionary accounts
- 0
- Total accounts
- 41
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.2M |
| Charitable organizations | 10 | $102.8M |
| High net worth individuals | 25 | $6.9M |
| State or municipal government entities | Fewer than 5 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $112,616,089 | $114,524,480 | increased by$1,908,391 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 10 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 405 | 41 | decreased by364 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $752,303,325 | $112,616,089 | decreased by$639,687,236 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 406 | 41 | decreased by365 |
| Apr 1, 2022 | Clients | 339 | 405 | increased by66 |
| Apr 1, 2022 | AUM | $804,964,069 | $752,303,325 | decreased by$52,660,744 |
| Apr 1, 2022 | Accounts | 348 | 406 | increased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OAR FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OAR FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.