OAK STREET ADVISORY GROUP, LLC

Overview

Oak Street Advisory Group, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management geared to individuals and small business owners, and supplements those services with educational seminars and workshops. Its stated allocation preference is equities, and the firm's asset mix is heavily tilted toward non-exchange-traded equity positions rather than a traditional ETF- and mutual fund-centered approach. Oak Street uses a fee schedule that includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which supports both ongoing portfolio management relationships and one-off planning or advisory engagements. The adviser is not identified as an active ESG investor and is not positioned as a multi-state or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices