{
  "crd_number": 137192,
  "slug": "oak-advisors-llc-bluffton-sc-137192",
  "primary_business_name": "OAK ADVISORS, LLC",
  "legal_name": "OAK ADVISORS, LLC",
  "dbas": [],
  "city": "Bluffton",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "25940",
  "metro": {
    "cbsa_code": "25940",
    "common_name": "Hilton Head Island",
    "msa_name": "Hilton Head Island-Bluffton-Port Royal, SC",
    "path": "/advisors/sc/hilton-head-island"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-10-25",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-02-14",
  "carried_forward": false,
  "raum_total": 284739465.0,
  "raum_discretionary": 284739465.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 423210.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 37498839.0,
      "count": 94
    },
    "high_net_worth_individuals": {
      "raum": 246817416.0,
      "count": 69
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA",
    "NC",
    "NY",
    "SC",
    "TX"
  ],
  "websites": [
    "https://oakadvisors.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137192",
  "city_as_filed": "BLUFFTON",
  "url": "https://advisorcensus.com/firm/oak-advisors-llc-bluffton-sc-137192",
  "display_name": "Oak Advisors, LLC",
  "summary": "Oak Advisors, LLC is an SEC-registered investment advisory firm in Bluffton, SC, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 14, 2026.",
  "citation": "AdvisorCensus. Oak Advisors, LLC (CRD 137192): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Oak Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oak Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Oak Advisors, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 states: Up to $2,000,000: 1.5% a year; $2,000,000 to $4,000,000: 1.25% a year; $4,000,000 to $5,000,000: 1% a year; Above $5,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Oak Advisors, LLC located?",
      "a": "Oak Advisors, LLC's principal office is in Bluffton, SC, according to its Form ADV."
    },
    {
      "q": "Is Oak Advisors, LLC registered with the SEC or a state?",
      "a": "Oak Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137192."
    },
    {
      "q": "How much does Oak Advisors, LLC manage?",
      "a": "Oak Advisors, LLC reports $284,739,465 in regulatory assets under management in its Form ADV filing dated February 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Oak Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oak Advisors, LLC: Regulatory assets under management: $183,671,166 in the October 2021 data and $284,739,465 in the October 2026 data, up 55%. Total employees: 8 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oak Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (69)."
    },
    {
      "q": "Which custodians does Oak Advisors, LLC use?",
      "a": "Oak Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oak Advisors, LLC report any disciplinary disclosures?",
      "a": "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/137192"
    },
    {
      "q": "What changed in Oak Advisors, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $241,818,711 to $284,739,465 (+18%). Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 183671166.0,
      "total_employees": 8,
      "filing_date": "2021-02-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 207702833.0,
      "total_employees": 9,
      "filing_date": "2022-09-27"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 182173065.0,
      "total_employees": 8,
      "filing_date": "2023-02-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 209512283.0,
      "total_employees": 7,
      "filing_date": "2024-01-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 241818711.0,
      "total_employees": 6,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 284739465.0,
      "total_employees": 6,
      "filing_date": "2026-02-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $241,818,711 to $284,739,465 (+18%).",
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$2,000,000 to $4,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$4,000,000 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $5,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,000,000: 1.5% a year",
          "$2,000,000 to $4,000,000: 1.25% a year",
          "$4,000,000 to $5,000,000: 1% a year",
          "Above $5,000,000: see the brochure"
        ],
        "quotes": [
          "The Registrant’s annual investment advisory fee is based upon a percentage (%) of the market value of the assets placed under the Registrant’s management (between negotiable and 1.50%) as follows:",
          "Up to $2,000,000    1.50% \n Between $2,000,000 and $4,000,000  1.25% \n Between $4,000,000 and $5,000,000 1.00%"
        ]
      }
    ],
    "quotes": [
      "The Registrant’s annual investment advisory fee is based upon a percentage (%) of the market value of the assets placed under the Registrant’s management (between negotiable and 1.50%) as follows:",
      "Up to $2,000,000    1.50% \n Between $2,000,000 and $4,000,000  1.25% \n Between $4,000,000 and $5,000,000 1.00%"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/oak-advisors-llc-bluffton-sc-137192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 37498839.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 69,
      "fewer_than_5": false,
      "raum": 246817416.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 423210.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/137192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}