|
⚲
|
| Keyboard |
| Oakhurst Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 311802 |
| SEC # | 801-120027 |
| CIK # | |
| AUM | 5.7 M (2026-05-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 202-839-4910 |
| 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) | 2 | 0.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 4.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 5.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5 | 5.7 |
| Total | 5 | 5.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.7 | |
| Total | 5 | 5.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| LEI | 54900FCE18R3VRHI836 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Acorn Asset Management LLC
✚
|
NJ | 6.6 M |
|
Newday Funds Inc
✚
|
CT | 6.5 M |
|
WealthJar Investment Advisory LLC
✚
|
HI | 6.4 M |
|
Darrow Bentley LLC
✚
|
FL | 6.1 M |
|
GT Investment Management LLC
✚
|
CA | 5.5 M |
|
Stephens Consulting LLC
✚
|
MI | 5.3 M |
|
Alphaai Capital Management LLC
✚
|
5.2 M | |
|
UMB Financial Services Inc
✚
|
MO | 5.0 M |
|
Colomb Investment Management Company LLC
✚
|
LA | 4.7 M |
|
Marketocracy Masters Inc
✚
|
MI | 4.5 M |