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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.