Christopher O'Leary
Unconventional Investor · Charlotte, North Carolina
Christopher O'Leary is a fee-only financial advisor at Unconventional Investor in Charlotte, North Carolina. Unconventional Investor reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Unconventional Investor |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $302.5M across 359 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 7092273 |
| Exams passed | Series 65 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.unconventionalinvestor.com |
| Profile |
How Christopher's firm compares
- Unconventional Investor's average account is about $843,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Christopher
Is Christopher O'Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Unconventional Investor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Unconventional Investor, reports charging a percentage of assets on its SEC Form ADV.
Where is Christopher O'Leary based?
Christopher O'Leary is based in Charlotte, North Carolina.
Is Christopher O'Leary registered with the SEC?
Yes. Christopher O'Leary is registered as an investment adviser representative in NC and TX (CRD 7092273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Unconventional Investor manage?
Unconventional Investor reports $302.5M across 359 accounts in assets under management.
How do I contact Christopher O'Leary?
Through Christopher's website, www.unconventionalinvestor.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
- 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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