Adam Ogle
Park River Advisors · Shorewood, Illinois
Adam Ogle is a fee-only financial advisor at Park River Advisors in Shorewood, Illinois. Park River Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Park River Advisors |
|---|---|
| Based in | Shorewood, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $45.1M across 126 accounts |
| SEC registration | Investment adviser representative in IL · CRD 8111395 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.parkriveradvisors.com |
How Adam's firm compares
- Park River Advisors's average account is about $358,000, from its Form ADV (assets managed divided by 126 accounts).
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Questions about Adam
Is Adam Ogle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Park River Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Park River Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Ogle based?
Adam Ogle is based in Shorewood, Illinois.
Is Adam Ogle registered with the SEC?
Yes. Adam Ogle is registered as an investment adviser representative in IL (CRD 8111395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Park River Advisors manage?
Park River Advisors reports $45.1M across 126 accounts in assets under management.
How do I contact Adam Ogle?
Through Adam's website, www.parkriveradvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Park River Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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