Oguz Ersan
Passage Global Capital Management · Bettendorf, Iowa
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.
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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 | $60.4M across 156 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, IA, IL · CRD 2011779 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | g.page/passageglobalcapitalmanagement |
| Profile |
How Oguz's firm compares
- Passage Global Capital Management's average account is about $387,000, from its Form ADV (assets managed divided by 156 accounts).
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Questions about Oguz
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.
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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