# Oguz Ersan

> Oguz Ersan is a fee-only financial advisor at Passage Global Capital Management in Bettendorf, Iowa, who holds the CFA credential. Passage Global Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/oguz-ersan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Passage Global Capital Management
- **Based in:** Bettendorf, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $60.4M across 156 accounts
- **Credentials:** CFA
- **CRD:** 2011779 (https://adviserinfo.sec.gov/individual/summary/2011779)
- **SEC registration:** Investment adviser representative in FL, IA, IL
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://g.page/passageglobalcapitalmanagement

## Frequently asked questions

### Is Oguz Ersan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Oguz holds no broker registration, and Passage Global Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Oguz charge for financial advice?

Oguz's firm, Passage Global Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Oguz Ersan based?

Oguz Ersan is based in Bettendorf, Iowa.

### What credentials does Oguz Ersan hold?

Oguz Ersan holds the CFA credential.

### Is Oguz Ersan registered with the SEC?

Yes. Oguz Ersan is registered as an investment adviser representative in FL, IA and IL (CRD 2011779), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Passage Global Capital Management manage?

Passage Global Capital Management reports $60.4M across 156 accounts in assets under management.

### How do I contact Oguz Ersan?

Through Oguz's website, g.page/passageglobalcapitalmanagement.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2011779): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.