|
⚲
|
| Oakhurst Capital Management LLC
✚
|
|
|---|---|
| CRD # | 311802 |
| SEC # | 801-120027 |
| CIK # | |
| AUM | $744.0 MM (2023-03-02) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 310-278-8232 |
| Address | 3050 K St NW Washington, DC 20007 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.6 |
| (b) Individuals (high net worth individuals) | 188 | 197.9 |
| (c) Banking or thrift institutions | 1 | 24.5 |
| (d) Investment companies | 3 | 224.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.5 |
| (g) Pension and profit sharing plans | 24 | 219.4 |
| (h) Charitable organizations | 9 | 12.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 53.7 |
| (n) Other | 2 | 7.2 |
| Total | 254 | 744.0 |
| By Discretionary | ||
| Discretionary | 254 | 744.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 254 | 744.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 744.0 | |
| Total | 254 | 744.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Riverwater Partners LLC
✚
|
WI | 0.7 |
|
Fulcrum Capital LLC
✚
|
WA | 0.7 |
|
Waterloo Capital LP
✚
|
TX | 0.7 |
|
St Clair Advisors LLC
✚
|
OH | 0.7 |
|
Global Investment Adviser LC
✚
|
FL | 0.7 |
|
KWMG LLC
✚
|
KS | 0.7 |
|
Biondo Investment Advisors LLC
✚
|
PA | 0.7 |
|
Ironsides Asset Advisors LLC
✚
|
NC | 0.7 |
|
Elite Wealth Management Inc
✚
|
WA | 0.7 |
|
Meridian Management Co
✚
|
AR | 0.7 |