Larry Oshita
Lota Advisors LLC. · Salt Lake City, Utah
Larry Oshita is a fee-only financial advisor at Lota Advisors LLC. in Salt Lake City, Utah. Lota Advisors LLC. reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Lota Advisors LLC. |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.7M across 4 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1428370 |
| Exams passed | Series 63 (1988) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Larry's firm compares
- Lota Advisors LLC.'s average account is about $1.7 million, from its Form ADV (assets managed divided by 4 accounts).
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Questions about Larry
Is Larry Oshita a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Lota Advisors LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Lota Advisors LLC., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Larry Oshita based?
Larry Oshita is based in Salt Lake City, Utah.
Is Larry Oshita registered with the SEC?
Yes. Larry Oshita is registered as an investment adviser representative in UT (CRD 1428370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lota Advisors LLC. manage?
Lota Advisors LLC. reports $6.7M across 4 accounts in assets under management.
How do I contact Larry Oshita?
Contact details aren't on file yet. Search for Lota Advisors LLC..
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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