Firm profile

OAK STREET ADVISORS

MYRTLE BEACH, SCCRD 139400Latest ADV April 28, 2026

Oak Street Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Myrtle Beach, SC. Its latest Form ADV filing, dated April 28, 2026, reports $126M in regulatory assets under management, 2 employees, 1 office, and 547 accounts.

Assets Under Management
$126M
Employees
2
Offices
1 office
Total Clients
159
Primary office
MYRTLE BEACH, SC
4420 OLEANDER DRIVE, SUITE 202, MYRTLE BEACH, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOBryan L. Taylor
CIOBryan L. Taylor

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
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 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
115
2
HNWI
25.2%
40
3
Pension Plans
1.3%
2
4
Corporations
1.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$126Mas of April 28, 2026
Discretionary99.1%
$125M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$126M
Total Accounts547
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee80:1
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.