OAK BARREL WEALTH ADVISORY LLC of RESTON, VA is an SEC-registered investment adviser (CRD 333693). Regulatory assets under management: $353.7M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (571) 266-0345 |
| — | — | 1 | (571) 266-0345 |