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Ogard Capital Markets Research LLC

● SEC registered since 2025CRD 337959SEC# 801-134261Henderson, NV
Export (members)
Reg. AUM
$62.3M
Employees
3
Accounts
1
Location
Henderson, NV

Ogard Capital Markets Research LLC assets under management

Ogard Capital Markets Research LLC is a registered investment adviser overseen by the SEC based in Henderson, NV. The firm has been registered since 2025. It reports $62.3 million in regulatory assets under management and employs 3 people.

Ogard Capital Markets Research LLC owners & executives

3 reported
NameTitleOwnershipSince
Erik William Ogard ControlFounder, Managing Member, Ceo And Cio25-50%2025
Grant Wallace Ogard ControlFounder, Managing Member, Director Of Research, Portfolio Manager25-50%2025
Kenneth Elton Knight ControlCco10-25%2025

Frequently asked questions

How much does Ogard Capital Markets Research LLC manage?

Ogard Capital Markets Research LLC reports $62.3 million in regulatory assets under management on its Form ADV.

How many employees does Ogard Capital Markets Research LLC have?

Ogard Capital Markets Research LLC reports 3 employees.

Where is Ogard Capital Markets Research LLC located?

Ogard Capital Markets Research LLC is based in Henderson, NV and has been SEC-registered since 2025.

Does Ogard Capital Markets Research LLC disclose fund performance?

Ogard Capital Markets Research LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15 Golf Crest Court, Henderson, NV 89052
Phone253-777-8784
Office hours8-5
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$62.3MNo change
Feb '26 — $62.3MMar '26 — $62.3MApr '26 — $62.3MMay '26 — $62.3MJun '26 — $62.3M
Feb '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$62.3Mregulatory AUM
Discretionary $62.3M