# OAK BARREL WEALTH ADVISORY LLC

OAK BARREL WEALTH ADVISORY LLC of RESTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 333693
- Type: SEC-registered investment adviser
- SEC file number: 801-131508
- Location: 12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, 20191
- Phone: (571) 313-5125
- Latest filing: 2026-01-22
- Regulatory AUM: $353.7M
- Discretionary AUM: $353.7M
- Clients: 3
- Accounts: 615

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Hart Birnie | FOUNDER AND MANAGING DIRECTOR | — |
| James Albert Sexton | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | — |
| BIRNIE DOUGLAS HART | FOUNDER AND MANAGING DIRECTOR | — |
| SEXTON JAMES ALBERT | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (571) 266-0345 |
| — | — | 1 | (571) 266-0345 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333693/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333693/similar
- Related entities: https://search.stillhousedata.com/firm/333693/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333693

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.