BLUFFTON, SCCRD 137192Latest ADV February 14, 2026
Oak Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bluffton, SC. Its latest Form ADV filing, dated February 14, 2026, reports $285M in regulatory assets under management, 6 employees, and 523 accounts.
Assets Under Management
$285M
Employees
6
Offices
--
Total Clients
163
Primary office
BLUFFTON, SC
3 CLARK SUMMIT DRIVE, SUITE 201, BLUFFTON, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.7% of total clients.
Top client categories% of clientsClients
1
Individuals
57.7%
94
2
HNWI
42.3%
69
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of February 14, 2026
Discretionary100.0%
$285M
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$285M
Total Accounts523
10Y AUM Change+$146M (+106.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* 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.