BERKELEY HEIGHTS, NJCRD 129112Latest ADV March 31, 2026
Oakbourne Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Berkeley Heights, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $348M in regulatory assets under management, 10 employees, 4 offices, and 1,072 accounts.
Assets Under Management
$348M
Employees
10
Offices
4 offices
Total Clients
495
Primary office
BERKELEY HEIGHTS, NJ
200 CONNELL DRIVE, SUITE 1000, BERKELEY HEIGHTS, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.1% of total clients.
Top client categories% of clientsClients
1
Individuals
69.1%
342
2
HNWI
19.2%
95
3
Pension Plans
11.5%
57
4
Charitable
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$348Mas of March 31, 2026
Discretionary100.0%
$348M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$348M
Total Accounts1,072
10Y AUM Change+$224M (+181.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee50:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.