O.C. Group, Inc. (Roseville)

Name: O.C. Group, Inc.
Address: 1420 Rocky Ridge Drive, Roseville, CA, 95661
Telephone: 916-721-1000

O.C. Group, Inc. is a large advisory firm based in Roseville. It manages $56.88 million of regulatory assets for 204 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Texas.

O.C. Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

O.C. Group: assets under management

The assets under management (AUM) of O.C. Group, Inc. is $56.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $278.84 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay O.C. Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at O.C. Group, Inc.

O.C. Group, Inc. is owned by Edward Charles Stadjuhar. Kerry Ann Stadjuhar joined the executive team most recently as the Corporate Secretary & Office Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Charles Stadjuhar	Ceo/owner	1 Aug 1987	50% - 75%	433083
Karen Elizabeth Stadjuhar	Owner/board of directors	1 Aug 1987	50% - 75%	1796248
Kerry Ann Stadjuhar	Chief compliance officer	1 Jun 2004	Other	4568075
Daxs Alexander Stadjuhar	Chief operations officer	1 Jun 2004	Other	4568067
Kerry Ann Stadjuhar	Corporate secretary & office manager	1 Jan 2005	Other	4568075
Daxs Alexander Stadjuhar	Chief compliance & operations officer	1 Jan 2005	Other	4568067

Based in Roseville

The principal office where O.C. Group, Inc. performs its advisory services is located at 1420 Rocky Ridge Drive, Roseville, CA 95661, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-721-1000 or by fax 916-721-5999. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at omniconcepts-inc.com.