Ofg Financial Services, Inc.
● SEC registered since 2023CRD 23940SEC# 801-127727Topeka, KS
Reg. AUM
$271M
Employees
30
Accounts
850
Location
Topeka, KS
Ofg Financial Services, Inc. assets under management
Ofg Financial Services, Inc. is an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 2023. It reports $271 million in regulatory assets under management and employs 30 people.
Ofg Financial Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Kenneth Ogdon Control | President & Director | Over 75% | 1991 |
| Todd Matthew Payne Control | Secretary-Treasurer, Director & Cco | Under 5% | 2008 |
| Tyler John McMaster Control | Senior Vice President | Under 5% | 2023 |
Frequently asked questions
How much does Ofg Financial Services, Inc. manage?
Ofg Financial Services, Inc. reports $271 million in regulatory assets under management on its Form ADV.
How many employees does Ofg Financial Services, Inc. have?
Ofg Financial Services, Inc. reports 30 employees.
Where is Ofg Financial Services, Inc. located?
Ofg Financial Services, Inc. is based in Topeka, KS and has been SEC-registered since 2023.
Does Ofg Financial Services, Inc. disclose fund performance?
Ofg Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 SE 6th Avenue, Townsite Plaza #2, Suite 105, Topeka, KS 66603-3515 |
| Phone | 785-233-4071 |
| Fax | 785-233-5746 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 840770 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$271MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$271Mregulatory AUM
Discretionary $0Non-discretionary $271M