OAK CAPITAL ADVISORS, LLC

OAK CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 285091). Regulatory assets under management: $62.6M.

Registration

• CRD: 285091
• Type: Registered investment adviser
• Phone: (843) 284-0798
• Latest filing: 2026-02-27
• Regulatory AUM: $62.6M
• Discretionary AUM: $55.1M
• Non-discretionary AUM: $7.5M
• Clients: 1
• Accounts: 219

Business model

Compensation: % of AUM, 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 285091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search