Thomas Greb
Olivar & Greb Capital Management · Maitland, Florida
Thomas Greb is a fee-only financial advisor at Olivar & Greb Capital Management in Maitland, Florida. Thomas focuses on retirement planning and estate & legacy planning. Olivar & Greb Capital Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Olivar & Greb Capital Management |
|---|---|
| Based in | Maitland, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $13.2M across 30 accounts |
| SEC registration | Investment adviser representative in FL, MA · CRD 6727749 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.olivar-greb.com |
| Profile |
How Thomas's firm compares
- Olivar & Greb Capital Management's average account is about $441,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Thomas
Is Thomas Greb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Olivar & Greb Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Olivar & Greb Capital Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Thomas Greb based?
Thomas Greb is based in Maitland, Florida.
What does Thomas specialize in?
Thomas's specialties include retirement planning and estate & legacy planning.
Is Thomas Greb registered with the SEC?
Yes. Thomas Greb is registered as an investment adviser representative in FL and MA (CRD 6727749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Olivar & Greb Capital Management manage?
Olivar & Greb Capital Management reports $13.2M across 30 accounts in assets under management.
How do I contact Thomas Greb?
Through Thomas's website, www.olivar-greb.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
- Olivar & Greb Capital Management 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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