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CRD#: 159498
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

OLDFIELD CAPITAL GROUP LLC is located at 330 Seventh Avenue 10th Floor Suite 1003, New York, NY 10001 and was first established at New York, New Jersey in 07/29/2011. After operating for 14 years, OLDFIELD CAPITAL GROUP LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of OLDFIELD CAPITAL GROUP LLC’s clients are individuals and 0% of their clients are high net worth individuals. OLDFIELD CAPITAL GROUP LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at OLDFIELD CAPITAL GROUP LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access OLDFIELD CAPITAL GROUP LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at OLDFIELD CAPITAL GROUP LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for OLDFIELD CAPITAL GROUP LLC Comes From

Understanding the Statistics for OLDFIELD CAPITAL GROUP LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
330 Seventh Avenue 10th Floor Suite 1003, New York, NY 10001
Mailing Address
330 Seventh Avenue 10th Floor Suite 1003, New York, NY 10001
Firm Size
Small
Phone Number
(212) 481-7284
Established
New Jersey since 07/29/2011
Firm Type
Limited Liability Company
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SOBHY, HISHAM SAYEDPRESIDENT/ CEO/ CCO2610768

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Advisor's working at OLDFIELD CAPITAL GROUP LLC

HN

Hasnain Nmn Naveed

Muhammad H Butt, Hasnain Naveed
RR
CRD#: 7004810
Location:
New York, NY 10005
Company:
J.H. DARBIE & CO., INC.
Disclosures:
Experience:
7 years
View Profile
HS

Hisham Sayed Sobhy

Hisham S Sobhy
RR
CRD#: 2610768
Location:
New York, NY 10001
Company:
OLDFIELD CAPITAL GROUP LLC
Disclosures:
Experience:
30 years
View Profile
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