Oliver Luxxe Assets LLC
● SEC registered since 2013CRD 169588SEC# 801-78786Gladstone, NJ
Reg. AUM
$1B
Employees
9
Accounts
1,704
Location
Gladstone, NJ
Oliver Luxxe Assets LLC assets under management
Oliver Luxxe Assets LLC is an SEC-registered investment adviser based in Gladstone, NJ. The firm has been registered since 2013. It reports $1 billion in regulatory assets under management and employs 9 people.
Oliver Luxxe Assets LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad David Jacobson Control | Principal & Managing Member | Over 75% | 2014 |
| Douglas Andrew Kamin | Chief Compliance Officer | Under 5% | 2026 |
| Joseph Conrad Trucano | Director Of Financial Planning | Under 5% | 2021 |
Frequently asked questions
How much does Oliver Luxxe Assets LLC manage?
Oliver Luxxe Assets LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Oliver Luxxe Assets LLC have?
Oliver Luxxe Assets LLC reports 9 employees.
Where is Oliver Luxxe Assets LLC located?
Oliver Luxxe Assets LLC is based in Gladstone, NJ and has been SEC-registered since 2013.
Does Oliver Luxxe Assets LLC disclose fund performance?
Oliver Luxxe Assets LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Lackawanna Ave, Suite 9, Gladstone, NJ 07934 |
| Phone | 908-741-4884 |
| Fax | 908-741-4902 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1666239 |
| Discloses disciplinary history | No |
Regulatory AUM
$1B▲ 16%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$1Bregulatory AUM
Discretionary $885.4MNon-discretionary $116.3M