FOREST CITY, IACRD 335555Latest ADV March 23, 2026
Oasis Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Forest City, IA. Its latest Form ADV filing, dated March 23, 2026, reports $278M in regulatory assets under management, 26 employees, 8 offices, and 5,052 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
4,960
2
Corporations
1.2%
63
3
HNWI
0.5%
27
Additional categories (<0.1%)
Pension Plans<5 clients
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of March 23, 2026
Discretionary100.0%
$278M
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.
Total AUM$278M
Total Accounts5,052
10Y AUM Change+$278M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee194:1
10Y Employee Change+13 (+100.0%)
* 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.