Oncubic, L.L.C. is a large advisory firm based in Austin. It manages $266.69 million of regulatory assets for 1,397 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, New Jersey, New York, and 3 other states.
Oncubic, L.L.C provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oncubic, L.L.C. is $266.69 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oncubic, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Scott Alan Leonard has served as the Chief Investment Officer since 1 Jul 2007. Brooksher Lee Morgan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Oncubic, L.L.C. performs its advisory services is located at 6836 Bee Cave Road, Austin, TX 78746, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-620-4232. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.