Clients
Olive Street Investment Advisers serves 2 clients. The average client has about $101.9 billion with the firm.
- Investment companies2 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $203,755,416,203 | 100.0% | $101.88B |
| Total | 2 | $203,755,416,203 | 100% | $101.88B |
- Clients
- 2
- Regulatory AUM
- $203,755,416,203
- Share
- 100.0%
- Avg. per client
- $101.88B
Total
- Clients
- 2
- Regulatory AUM
- $203,755,416,203
- Share
- 100%
- Avg. per client
- $101.88B
What it does
Olive Street Investment Advisers provides portfolio management for investment companies and selecting other managers. It is paid through a percentage of assets and other arrangements.
Olive Street Investment Advisers advises no private funds.
100.0% of assets ($203.76B across 13 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Olive Street Investment Advisers does not have custody of client assets.
- All other custodians$203.76B100%
Ownership and leadership
The Jones Financial Companies, L.L.L.P. owns 75% or more of Olive Street Investment Advisers.
- Owns 75% or more of Olive Street Investment Advisers, LLC
The Jones Financial Companies, L.L.L.P.
Control person · since December 2012
Leadership
- Linda BannisterPresident
- Alan HerzogChief Compliance Officer
- Aaron AlbrittonTreasurer
- Robert TonerSecretary
Staff
- 232 employees
- 232 in advisory functions
- 136 state-registered reps
- 151 broker-dealer reps
- 7 insurance agents
Fees
Olive Street Investment Advisers is paid through a percentage of assets under management and other.
Olive Street Investment Advisers’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Olive Street Investment Advisers has 1 office, with 2 listed addresses across 2 states.
Arizona · 1 listed address
- 8620 South River Parkway, Tempe
Missouri · 1 listed address
- 12555 Manchester Road, ST. LouisHQ
Registration details
- Legal name
- Olive Street Investment Advisers, LLC
- Headquarters
- 12555 Manchester Road, ST. Louis, MO 63131
- Phone
- 314-515-2000
- Website
- Not reported
- SEC file
- 801-77754
- Structure
- Missouri LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Olive Street Investment Advisers have?
Olive Street Investment Advisers has 2 clients and manages $203.8 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
What services does Olive Street Investment Advisers offer?
Olive Street Investment Advisers provides portfolio management for investment companies and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Olive Street Investment Advisers have?
Olive Street Investment Advisers has 136 investment adviser representatives registered with state securities authorities, out of 232 employees, and 232 perform investment advisory functions. 151 are registered representatives of a broker-dealer and 7 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Olive Street Investment Advisers?
Olive Street Investment Advisers’ direct owner is the Jones Financial Companies, L.L.L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Olive Street Investment Advisers get paid?
Olive Street Investment Advisers is paid through a percentage of assets under management and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
