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OLIVE STREET INVESTMENT ADVISERS, LLC

ST. LOUIS, MO · CRD 166710 · IAPD ↗ · 314-515-2000

$203.76BRegulatory AUM
232Advisory reps
232Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

74
April 2026 — OLIVE STREET INVESTMENT ADVISERS, LLC grew from 218 to 232 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2025 — OLIVE STREET INVESTMENT ADVISERS, LLC shrank from 246 to 218 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
75
April 2024 — OLIVE STREET INVESTMENT ADVISERS, LLC grew from 173 to 246 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.