Lido

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated August 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$42,504,972,428 as of October 2026, filing dated August 27, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for investment companies (and business development companies)
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Legal name

Lido Advisors, LLC

Also doing business as

OAKHURST STRATEGIES, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2015 (11 years)

Employees

Total: 437. Performing investment advisory functions: 235.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

63 other offices, as of the September 2026 filing

Ann Arbor, MIAtlanta, GAAustin, TXBeachwood, OHBeaverton, ORBellevue, WABethesda, MDBluffton, SCBoca Raton, FLBoulder, COCharlotte, NCChicago, ILCincinnati, OHCottonwood Heights, UTCranberry Township, PADallas, TXDenver, COEast Palo Alto, CAEdina, MNFort Lauderdale, FLFranklin, TNHouston, TXIndianapolis, INJacksonville, FLJohnstown, COLeawood, KSLos Gatos, CALouisville, COMcLean, VAMequon, WINaples, FLNashville, TNNew Albany, OHNew Haven, CTNew York, NYNewport Beach, CANovi, MIOklahoma City, OKOmaha, NEOrlando, FLPasadena, CAPhiladelphia, PAPlano, TXRaleigh, NCRed Bank, NJSacramento, CASan Antonio, TXSan Diego, CASan Francisco, CASan Ramon, CASanta Barbara, CAScottsdale, AZSeattle, WASouth Jordan, UTSt. Louis, MOTampa, FLThe Woodlands, TXTulsa, OKWalnut Creek, CAWarren, NJWashington, DCWellesley, MAWest Hartford, CT

States registered or notice-filed

53 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $7,692,386,606 in the October 2021 data and $42,504,972,428 in the October 2026 data, up 453%.

Total employees: 83 in October 2021 and 437 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Changed its office addresses in Edina, MN.
   • Changed its office addresses in Franklin, TN.
   • Changed its office addresses in Wellesley, MA.
   • Added an office in Beaverton, OR.
   • Added an office in Cincinnati, OH.
   • Added an office in Cranberry Township, PA.
   • Added an office in Houston, TX.
   • Added an office in Leawood, KS.
   • Added an office in Nashville, TN.
   • Added an office in Oklahoma City, OK.
   • Added an office in Philadelphia, PA.
   • Added an office in Plano, TX.
   • Added an office in Sacramento, CA.
   • Added an office in San Antonio, TX.
   • Added an office in The Woodlands, TX.
   • Added an office in Washington, DC.
   • No longer lists an office in Newport Beach, CA.
2. August 2026
   • Updated its list of owners and control persons (Schedule A).
3. July 2026
   • Changed its office addresses in New York, NY.
   • Added an office in Austin, TX.
   • Added an office in Beachwood, OH.
   • Added an office in Fort Lauderdale, FL.
   • Added an office in Indianapolis, IN.
   • Added an office in Jacksonville, FL.
   • Added an office in Los Gatos, CA.
   • Added an office in Naples, FL.
   • Added an office in Newport Beach, CA.
   • Added an office in South Jordan, UT.
   • Added an office in St. Louis, MO.
   • Added an office in Tulsa, OK.
   • No longer lists an office in Manhattan, NY.
   • Updated its list of owners and control persons (Schedule A).
4. June 2026
   • Changed its office addresses in Scottsdale, AZ.
   • Updated its list of owners and control persons (Schedule A).
5. April 2026
   • Employees performing advisory functions went from 200 to 235.
   • Regulatory assets under management went from $29,080,337,946 to $42,504,972,428 (+46%).
6. February 2026
   • Added an office in Edina, MN.
   • Added an office in San Ramon, CA.
   • Added an office in Warren, NJ.
   • No longer lists an office in Los Angeles, CA.
   • No longer lists an office in Salt Lake City, UT.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.