|
⚲
|
| Oakhurst Capital Advisors LLC
✚
| |
|---|---|
| CRD # | 311802 |
| SEC # | 801-120027 |
| CIK # | |
| AUM | $762.1 MM (2024-03-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 310-278-8232 |
| Address | 3050 K St NW Washington, DC 20007 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 9.3 |
| (b) Individuals (high net worth individuals) | 351 | 254.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 172.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 278.3 |
| (h) Charitable organizations | 5 | 10.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 29.5 |
| (n) Other | 1 | 7.6 |
| Total | 421 | 762.1 |
| By Discretionary | ||
| Discretionary | 421 | 762.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 421 | 762.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 762.1 | |
| Total | 421 | 762.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
ISTO Advisors LLC
✚
|
MI | 0.8 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.8 |
|
Sky Investment Group LLC
✚
|
CT | 0.8 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 0.8 |
|
BOSS Retirement Advisors LLC
✚
|
UT | 0.8 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.8 |
|
Summit Creek Advisors LLC
✚
|
MN | 0.8 |
|
Mitchell Capital Management Co
✚
|
KS | 0.8 |
|
Terril Brothers Inc
✚
|
MO | 0.8 |
|
Builder Investment Group Inc
✚
|
GA | 0.8 |