OAK STREET ADVISORY GROUP, LLC

OAK STREET ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 283444). Regulatory assets under management: $84.8M.

Registration

• CRD: 283444
• Type: Registered investment adviser
• Phone: 949-494-6820
• Latest filing: 2026-06-16
• Regulatory AUM: $84.8M
• Discretionary AUM: $84.8M
• Clients: 2
• Accounts: 213

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search