KO
Kevin W. Ohara
O'H CAPITAL LLC
Ellicott City, MD
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CRD#: 1388752
KO
Professional summary
Kevin William Ohara is a registered financial advisor currently at O'H CAPITAL LLC located in Ellicott City, Maryland.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kevin has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin William Ohara's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2023 - Present
O'H CAPITAL LLC
RIA
CRD#: 324638
Ellicott City, MD
Past
June 24, 2005 - November 11, 2010
BB&T ASSET MANAGEMENT, INC.
RIA
CRD#: 108443
WESTMINSTER, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(2/2/2023)
Exams
Current Firm
OC
O'H CAPITAL LLC
O'H CAPITAL LLC
CRD#: 324638 / SEC#:
Maryland
Registered Investment Advisory firm - (2/2/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ellicott City, MD
Mailing Address
Phone number
(301) 524-6661
Established
Firm type
Fiscal year end
# of Employees
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
