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⚲
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| Oak Barrel Wealth Advisory LLC
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|
|
|---|---|
| CRD # | 333693 |
| SEC # | 801-131508 |
| CIK # | 0002116315 |
| AUM | $353.7 M (2026-01-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 571-313-5125 |
| Address | 12030 Sunrise Valley Drive Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 5.6 | |
| Microsoft Corp | 3.9 | |
| Amazon Com Inc | 2.4 | |
| Blackstone Group LP | 2.4 | |
| J P Morgan Chase & Co | 2.3 | |
| Nvidia Corp | 2.0 | |
| Alphabet Inc | 1.6 | |
| Alphabet Inc | 1.4 | |
| iShares Bitcoin Trust | 1.3 | |
| Facebook Inc | 1.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 28.6 |
| (b) Individuals (high net worth individuals) | 103 | 318.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 615 | 353.7 |
| By Discretionary | ||
| Discretionary | 615 | 353.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 615 | 353.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 353.7 | |
| Total | 615 | 353.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002116315] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bull Harbor Capital LLC
✚
|
MD | 0.4 |
|
WFG Capital Advisors LLC
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|
AL | 0.4 |
|
Bridge City Capital LLC
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OR | 0.4 |
|
Life Planning Partners Inc
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FL | 0.4 |
|
Wayfinding Financial LLC
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WA | 0.4 |
|
Targeted Financial Services LLC
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FL | 0.4 |
|
Southbridge Advisors LLC
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|
GA | 0.4 |
|
Norris Financial Group LLC
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|
SC | 0.4 |
|
Trail Ridge Investment Advisors LLC
✚
|
CO | 0.4 |
|
Validus Growth Investors LLC
✚
|
CA | 0.4 |