Patrick Thomas O'hara
Professional Summary
Patrick Thomas O'hara, who also goes by Patrick Thomas Ohara, is a registered financial advisor currently at AGINCOURT CAPITAL MANAGEMENT, LLC located in Richmond, Virginia. Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Patrick has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patrick Thomas O'hara, Patrick Thomas Ohara
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Years of Experience
34 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
AGINCOURT CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
200 South 10th Street Suite 800, Richmond, VA 23219Phone Number
(804) 648-1111# of Employees
18SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
414AUM (Assets Under Management)
$9,950,307,001Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
AGINCOURT CAPITAL MANAGEMENT, LLC
State Registrations and Notice Filings
(9/15/2025)
(9/23/1999)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Thomas O'hara's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC