Zachary
Olson

Drum Hill Capital, LLC

CRD#5999543
Investment Advisor
in Westport, CT

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About this Advisor

Zachary Olson is a financial advisor operating out of Westport, Connecticut, with 11 years of relevant experience. Olson works at Drum Hill Capital, LLC. They have worked at Drum Hill Capital, Llc for all of their career. Olson has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Connecticut. Drum Hill Capital, LLC is an advisory business that has its headquarters in Westport, CT. It handles $157 million in assets under management across its 203 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 203 accounts, 51% belong to high-net-worth individuals who have at least $1 million in investable assets. The company has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by Drum Hill Capital, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8 Wright Street Suite 107
Westport, CT 06880-3114

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Drum Hill Capital, LLC Brokerage Details

Total Assets Under Management

$157,114,846

CT Average: $5,297,377,271
Total Number of Employees

3

CT Average: 35
Total Number of Accounts

203

CT Average: 690
Average Account Size

$773,965

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Zachary Olson Work History

Zachary has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Drum Hill Capital

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zachary Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Drum Hill Capital, LLC

Zachary Olson
Westport, CT
Ronald Welz
Westport, CT
David Nightingale
Westport, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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