OAC Capital Advisors LLC

Overview

OAC Capital Advisors LLC is an SEC-registered independent registered investment adviser (registered in 2023) that serves both individuals/families and institutional clients. Ownership is listed as a combination of a foreign entity and an individual. The firm offers financial planning and portfolio management for individuals and small businesses and reports it integrates ESG considerations into its investment process. It does not describe itself as a capital allocator, is not a pension consultant, and is not registered as a multi-state adviser. Fee arrangements include percentage-of-AUM billing as well as hourly, fixed-fee, and performance-based structures. The adviser reports a mix of discretionary and non-discretionary relationships and lists its industry affiliation as an investment adviser.

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Location & Offices