# Kapela

> Kapela is a state-registered investment advisory firm in San Antonio, TX, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 309601
- Filed as: KAPELA
- Legal name: Oasis Wealth Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309601
- AdvisorCensus page: https://advisorcensus.com/firm/kapela-san-antonio-tx-309601

## Quick answers

**How is Kapela compensated?**
On its Form ADV (Item 5.E, October 2026), Kapela reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Kapela located?**
Kapela's principal office is in San Antonio, TX, according to its Form ADV.

**Is Kapela registered with the SEC or a state?**
Kapela is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309601.

**How much does Kapela manage?**
Kapela reports $50,413,977 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (94% discretionary).

**What types of clients does Kapela serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (25); corporations or other businesses not listed above (3).

**Does Kapela report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309601

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $50,413,977
- Discretionary: $47,430,134
- Non-discretionary: $2,983,843

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $12,931,838 |
| High net worth individuals | 25 | $36,981,730 |
| Corporations or other businesses not listed above | 3 | $500,409 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mykapela.com
- Facebook facebook.com
- LinkedIn @mykapela
- X @MyKapelaAdvisor

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kapela (CRD 309601): Form ADV filing data as of October 2026.