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OEW INVESTMENT ADVISORS LP

AUSTIN, TX · CRD 338375 · IAPD ↗ · oewadvisors.com · 682-427-0250

$0Regulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
120-Day ApprovalSEC status

Filing changes

45
October 2026 — OEW INVESTMENT ADVISORS LP (AUSTIN, TX) left the SEC roster — its 120-day provisional registration did not convert (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2026 — OEW INVESTMENT ADVISORS LP now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2026 — OEW INVESTMENT ADVISORS LP now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
December 2025 — OEW INVESTMENT ADVISORS LP (AUSTIN, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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