Unconventional Investor, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 317333 · SEC file 801-123588 · · www.unconventionalinvestor.com

☆ Save with Pro ADV data as of Mar 26, 2026

Regulatory AUM: $303M
Discretionary: $303M
Clients: 88
Avg AUM / client: $3.4M
Accounts: 359
Employees: 2

AUM over time

$201M $303M

Mar 1, 2022 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Investments (13F portfolio — 46 positions, $210,608,937)

13F period Mar 31, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	Total Stock Market Etf	ETF	$66,719,788	207,973	31.7%	22.1%
2	Vanguard S&P 500 Etf	ETF	$29,739,764	49,741	14.1%	9.83%
3	Berkshire Hathaway; Class B	Class B	$26,395,774	55,083	12.5%	8.72%
4	Vanguard Ftse Developed Markets Etf	ETF	$18,491,108	288,563	8.78%	6.11%
5	Vanguard Utilities Etf	ETF	$15,739,561	79,437	7.47%	5.2%
6	Vanguard Short Term Treasury Etf	ETF	$11,002,627	187,955	5.22%	3.64%
7	Vanguard Reit Etf	ETF	$5,047,884	56,910	2.4%	1.67%
8	Berkshire Hathaway A	Class A	$5,026,980	7	2.39%	1.66%
9	Vanguard Total International Stock Etf	ETF	$4,882,779	63,322	2.32%	1.61%
10	Ishares Core Msci Intrl Dvlp Mkt Etf	ETF	$3,078,223	36,834	1.46%	1.02%
11	Vanguard Int'l Equity Index Etf	ETF	$2,366,968	31,518	1.12%	0.78%
12	Nvidia Corp	Com	$1,985,374	11,384	0.94%	0.66%
13	Dimensional Wld Ex Us Cr Eq 2 Etf	ETF	$1,660,725	48,888	0.79%	0.55%
14	Vanguard Ftse Europe Etf	ETF	$1,489,110	18,065	0.71%	0.49%
15	Planet Labs Pbc Class A	Class A	$1,397,500	50,000	0.66%	0.46%
16	First Trust Internet Index Cf Etf	ETF	$1,193,787	5,101	0.57%	0.39%
17	Vanguard Value Etf	ETF	$1,180,539	6,017	0.56%	0.39%
18	Apple	Com	$1,172,869	4,621	0.56%	0.39%
19	I Shares All World Ex Us	ETF	$954,456	13,940	0.45%	0.32%
20	Vanguard Small Cap Value Etf	ETF	$680,835	3,134	0.32%	0.23%
21	Ishares Msci India Etf	ETF	$625,315	13,350	0.3%	0.21%
22	Vanguard Total World Stock Inde	ETF	$617,509	4,464	0.29%	0.2%
23	Invesco Qqq Etf	ETF	$603,276	1,045	0.29%	0.2%
24	Invesco S&P 500 Equal Weight Etf	ETF	$544,707	2,838	0.26%	0.18%
25	All World Ex U.S. Real Estate Index Etf	ETF	$540,164	12,152	0.26%	0.18%

Top 25 of 46 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	37	$25.7M	8.49%
High net worth individuals	51	$274M	90.4%
Charitable organizations	Fewer than 5 clients	$3.3M	1.08%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Paul Pierson O'leary	Managing Member / Chief Compliance Officer		Feb 2007 (20y)	75% or more
Christopher Matthew O'leary	Registered representative		Mar 2022 (4y)

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)	03/26/2026	896 KB	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

Services

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

Custody

Reported custodians

Charles Schwab & Co. $275M (91% of AUM) Mar 2026
Vanguard Marketing Corporation $24.3M (9% of AUM) Mar 2025

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: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗