Oakhurst Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 31, 2026, reports $6M in regulatory assets under management, 3 employees, and 5 accounts.
Assets Under Management
$6M
Employees
3
Offices
--
Total Clients
<5
Primary office
WASHINGTON, DC
3050 K ST NW, SUITE 201, WASHINGTON, DC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
2
2
Pension Plans
33.3%
1
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$6M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6M
Total Accounts5
10Y AUM Change$-269M (-97.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change+2 (+200.0%)
* 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.