Openair Financial, Llc
- Regulatory AUM
- $318M
- Discretionary
- $318M
- Clients
- 860
- Avg AUM / client
- $370K
- Accounts
- 1,212
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 700 | $103M | 32.4% |
| High net worth individuals | 160 | $215M | 67.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stewart Embry Fields | Chief Compliance Officer/Managing Member/Investment Advisor Representative | CFP | Jan 2019 (8y) | 25% – 50% |
| Chris R Massenburg | Member/Investment Advisor Representative | May 2019 (7y) | 25% – 50% | |
| Jonathan Kent Lawton | Member/Investment Advisor Representative | CFP | May 2019 (7y) | 25% – 50% |
| Jeffery Logan Butler | Registered representative | Feb 2021 (6y) | ||
| Dennis Ryan Overstreet | Registered representative | Feb 2023 (3y) | ||
| Kenneth Aquilla Calhoun | Registered representative | Oct 2023 (3y) | ||
| Landon Wade Mc Bride | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $310M (97% of AUM) Jun 2026
- Fidelity $8.0M (3% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗