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⚲
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| Oasis Advisors LLC
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|
|
|---|---|
| CRD # | 335555 |
| SEC # | 801-132394 |
| CIK # | 0002124777 |
| AUM | $277.7 M (2026-06-17) |
| Employees | 27 (81% Investors, 22% Brokers) |
| Phone | 641-251-6001 |
| Address | 136 S 4th Street Forest City, IA 50436 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 24.8 | ||
| Credit Suisse AG | 22.2 | ||
| Nvidia Corp | 15.8 | ||
| Eaton Corp Ltd | 14.5 | ||
| Microsoft Corp | 13.9 | ||
| Alphabet Inc | 13.3 | ||
| Philip Morris International Inc | 11.8 | ||
| iShares Comex Gold Trust | 10.7 | ||
| Amazon Com Inc | 8.5 | ||
| Home Depot Inc | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,960 | 265.0 |
| (b) Individuals (high net worth individuals) | 27 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 63 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,052 | 277.7 |
| By Discretionary | ||
| Discretionary | 5,052 | 277.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,052 | 277.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.7 | |
| Total | 5,052 | 277.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002124777] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Foronjy Financial LLC
✚
|
CA | 0.3 |
|
Accordant Advisory Group Inc
✚
|
MD | 0.3 |
|
Auspicious Financial Planning LLC
✚
|
CA | 0.3 |
|
Macco Financial Group Inc
✚
|
WI | 0.3 |
|
Universal Financial Advisors LLC
✚
|
MO | 0.3 |
|
HBE Wealth Management LLC
✚
|
NE | 0.3 |
|
Kilter Group LLC
✚
|
0.3 | |
|
Delta Capital Management LLC
✚
|
NJ | 0.3 |
|
Tyner Capital Management Investment Counsel Inc
✚
|
TN | 0.3 |
|
Milestone Investments Inc
✚
|
NC | 0.3 |