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| Happy Holidays!! thanks for using AUM13F!! |
| Oakhurst Capital Advisors LLC
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| CRD # | 311802 |
| SEC # | 801-120027 |
| CIK # | |
| AUM | $866.7 M (2025-04-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 310-278-8232 |
| Address | 3050 K St NW Washington, DC 20007 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 14.8 |
| (b) Individuals (high net worth individuals) | 334 | 277.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 180.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 337.0 |
| (h) Charitable organizations | 6 | 30.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 18.4 |
| (n) Other | 1 | 7.8 |
| Total | 416 | 866.7 |
| By Discretionary | ||
| Discretionary | 416 | 866.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 866.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 866.7 | |
| Total | 416 | 866.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Financial Advisors Inc
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|
NJ | 0.9 |
|
Rudney Associates Inc
✚
|
CA | 0.9 |
|
Lathrop Investment Management Corp
✚
|
AR | 0.9 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.9 |
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |
|
Riverview Research LLC
✚
|
OH | 0.9 |
|
Northwest Wealth Management LLC
✚
|
IA | 0.9 |
|
Goodman Financial Corporation
✚
|
TX | 0.9 |
|
Schnieders Capital Management LLC
✚
|
CA | 0.9 |
|
Oliver Luxxe Assets LLC
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|
NJ | 0.9 |