Oac Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 12, 2026, reports $212M in regulatory assets under management, 5 employees, 1 office, and 64 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 67.7% of total clients.
Top client categories% of clientsClients
1
Corporations
67.7%
21
2
HNWI
19.4%
6
3
Individuals
12.9%
4
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 12, 2026
Discretionary43.6%
$92M
44% of total RAUM43.6%
Non-discretionary56.4%
$120M
56% of total RAUM56.4%
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$212M
Total Accounts64
10Y AUM Change+$97M (+84.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change+1 (+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.