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Patrick Thomas O'Hara

Agincourt Capital Management, LLC

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About Patrick Thomas O'Hara

Patrick Thomas O'Hara is a registered investment advisor representative associated with Agincourt Capital Management, LLC. Patrick has been in the industry since July 1992. Patrick is based in Richmond, Virginia. Agincourt Capital Management, LLC is headquartered in Richmond, Virginia and offers portfolio management services for individuals, businesses, and investment companies. The firm has approximately 8,988,905,427 USD in regulatory assets under management.

Firm Information

Patrick O'Hara is currently registered with Agincourt Capital Management, LLC. Agincourt Capital Management, LLC is an investment advisor registered with the SEC and based in Richmond, Virginia. They provide portfolio management services to a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. As of their latest reporting, the firm manages over $8.9 billion in assets.
Agincourt Capital Management, LLC

200 SOUTH 10TH STREET

RICHMOND, VA 23219

$8.99B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Patrick O'Hara’s Registration & Firm History

VA

09/23/1999 - Present

Agincourt Capital Management, LLC (RICHMOND VA)

NC

07/07/1992 - 06/03/1994

SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Thomas O'Hara.
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