# OAC Capital Advisors LLC

> OAC Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 317559
- Filed as: OAC CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317559
- AdvisorCensus page: https://advisorcensus.com/firm/oac-capital-advisors-llc-317559

## Quick answers

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

**How much does OAC Capital Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 0.4% to 2% a year (a range, as the brochure states it); Flat fee: $10,000 to $250,000 (financial consulting services); Hourly rate: $500 an hour (advisory consulting and/or Family Office and Wealth Planning…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is OAC Capital Advisors LLC registered with the SEC or a state?**
OAC Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 317559.

**How much does OAC Capital Advisors LLC manage?**
OAC Capital Advisors LLC reports $211,993,114 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (44% discretionary).

**How have OAC Capital Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for OAC Capital Advisors LLC: Regulatory assets under management: $114,769,437 in the October 2023 data and $211,993,114 in the October 2026 data, up 85%. Total employees: 4 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does OAC Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (21); high net worth individuals (6); individuals (other than high net worth individuals) (4).

**Which custodians does OAC Capital Advisors LLC use?**
OAC Capital Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does OAC Capital Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317559

**Does OAC Capital Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "In general, we require a minimum of $1.1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in OAC Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $189,561,049 to $211,993,114 (+12%). Added an office in Cumming, GA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Asset-based fee: 0.4% to 2% a year (a range, as the brochure states it)

> Our base advisory fee for portfolio management services set at the time you enter into a contract with us and will generally be between 0.4% to 2.0% of the market value of your assets under our management.

- Account minimum: $1,100,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $1.1 million to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Flat fee: $10,000 to $250,000 (financial consulting services)

> Fixed fees are negotiable and typically range from $10,000 to $250,000, depending on the scope and complexity of services rendered.

- Hourly rate: $500 an hour (advisory consulting and/or Family Office and Wealth Planning…)

> Depending on the arrangements made at the inception of the engagement we may also agree to charge an hourly fee, which is typically $500 per hour, for advisory consulting and/or Family Office and Wealth Planning Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley
- Pershing 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.

### Regulatory assets under management (Item 5.F)
- Total: $211,993,114
- Discretionary: $92,437,448
- Non-discretionary: $119,555,666

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,747,384 |
| High net worth individuals | 6 | $13,533,103 |
| Corporations or other businesses not listed above | 21 | $196,712,627 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cumming, GA

### Websites listed on Form ADV (Item 1.I)
- oacadvisors.com/about/team

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $114,769,437 | 4 | August 30, 2023 |
| October 2024 | $159,845,984 | 3 | March 28, 2024 |
| October 2025 | $189,561,049 | 4 | March 27, 2025 |
| October 2026 | $211,993,114 | 5 | March 12, 2026 |

Regulatory assets under management: $114,769,437 in the October 2023 data and $211,993,114 in the October 2026 data, up 85%.
Total employees: 4 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $189,561,049 to $211,993,114 (+12%).
- Added an office in Cumming, GA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. OAC Capital Advisors LLC (CRD 317559): Form ADV filing data as of October 2026.