Oasis Advisors
Firm details
- Headquarters
- Forest City, Iowa
- CRD number
- 335555
- Registered since
- April 11, 2025
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals95.44%
- HNWI1.67%
- Corporations / Businesses1.55%
- Pension & Profit Sharing Plans1.34%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Oasis Advisors is an independent LLC that operates as a registered investment adviser; the firm registered with the SEC in 2025. It serves both individual/family and institutional clients and acts as a capital allocator, employing third‑party managers for some allocations. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm identifies as not being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- US Government Bonds18%
- Exchange Traded Equities15%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds7%
Owners & executives
3 of 3
Janelle Thompson
Chief People OfficerCRD 6338173
Taylor Thompson
Founder and Chief Investment OfficerCRD 6569907
Timothy Thompson
Founder and Chief Executive OfficerCRD 2026912
Contacts
3 of 20William Bone
Investment Advisor RepresentativeCRD 7006426
Gregory Diamond
Investment Advisor RepresentativeCRD 5964867
Paul Debuhr
Investment Adviser RepresentativeCRD 5058990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 61Active vs passive
$236M in ETFs
79%
$187M
13%
$49.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $23.7M | 77,808 | 10.03% |
Location
Forest City, IA
Winnebago
Location
Forest City, IA
Headquartered in Forest City, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Winnebago
- Address
- 136 S 4th St
- Time zone
- CT (UTC-6)
- Office locations
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