Oh Cap Asset Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“Project-Based Planning Broad-based planning engagements are assessed a fixed (project-based) fee that ranges from $1,000 to $3,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Oh Cap Asset Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
• “However, an hourly engagement lasting more than one month will be billed at the end of each month for time incurred.”
• “We will provide an invoice that will include the fee charged, the time period covered by the fee, and the fee calculation itself.”

How Oh Cap Asset Management’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the Texas median of $3,850. 21% of the 401 other Texas planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Frisco that publish a flat or project fee charge less.

About Oh Cap Asset Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

7

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and market timing

Assets managed

$6,971,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330600

Website

ohcapassetmanagement.com (opens in new tab)

Phone

(310) 401-4637

Can advise clients in 3 states: California, Illinois, Texas

Other planners in Frisco that publish fees

• Braxton Financial Group, LLCFrisco$200/hr
• Comprehensive Financial Planning for Doctors, LLCFrisco$4,000⁠-⁠$6,000/yr
• Edk AdvisoryFrisco$200/hr, $500⁠-⁠$5,000
• Fortress Estate Solutions, PLLCFrisco$475/hr, $75/mo
• Halal AlphaFrisco$500⁠-⁠$1,000/hr, $500/yr
• J I Medina Investments, LLCFrisco$149⁠-⁠$250/hr, $350

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