Adam James Oliver
Investment adviser representative at Stone Island Financial Planning
13 yearsExperience
1 stateRegistered in
$134MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Stone Island Financial PlanningOct 2023 to now
- South Georgia Capital, LLC / Stone Island Financial PlanningAug 2023 to now
- Byline BankOct 2022 to Jul 2023
- Northern TrustJan 2022 to Oct 2022
- Embry-riddle Aeronautical UniversityAug 2017 to Dec 2021
- Omaha Christian AcademyMay 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Stone Island Financial Planning
Legal name: South Georgia Capital, LLC
$134MAssets managed
148Clients
2Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7801146
- Firm CRD
- 146765