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
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 May 14, 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.
Total AUM$126M
Total Accounts547
10Y AUM Change$0 (0.0%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.