Olivia Anne Templeton

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 05/2024 → 06/2024
  Unemployed
  Woodstock, GA
• 06/2022 → 05/2024
  Ernst & Young Llp
  Atlanta, GA
• 01/2022 → 05/2022
  Clifftonlarsonallen (Cla)
  Atlanta, GA
• 08/2019 → 01/2022
  Kennesaw State University Sports & Recreation Department
  Kennesaw, GA
• 05/2019 → 03/2021
  Francesca's
  Woodstock, GA
• 08/2018 → 05/2019
  Chick Fil A
  Woodstock, GA
• 08/2014 → 07/2018
  Harmony High School
  Harmony, FL
• 08/2018 → 05/2022
  Kennesaw State University
  Kennesaw, GA
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-04

Other Names

• Olivia A Templeton