OAK STREET ADVISORS

RIASEC RegisteredEst. 2026

Total AUM

$126M

Discretionary

$125M

99% of AUM

Avg account

$231K

Accounts

547

Employees

Advisory reps

Firm details

Headquarters: MYRTLE BEACH, South Carolina
CRD number: 139400
Registered since: March 30, 2026
Website: www.oakadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.96%
Individuals31.05%
Pension & Profit Sharing Plans0.56%
Corporations / Businesses0.42%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Oak Street Advisors is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individuals and families as well as institutional clients and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and publishes periodicals or newsletters. Its fee arrangements include traditional percentage-of-AUM billing alongside hourly and fixed-fee engagements. Oak Street is not positioned as an active ESG investor and does not report a multi-state advisory registration. The firm was listed as an industry pick by FA Magazine in 2020.