# Oak Advisors, LLC

> 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.

- CRD: 137192
- Filed as: OAK ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: February 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137192
- AdvisorCensus page: https://advisorcensus.com/firm/oak-advisors-llc-bluffton-sc-137192

## Quick answers

**How is Oak Advisors, LLC compensated?**
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).

**What does Oak Advisors, LLC's brochure say about its fees?**
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.

**Where is Oak Advisors, LLC located?**
Oak Advisors, LLC's principal office is in Bluffton, SC, according to its Form ADV.

**Is Oak Advisors, LLC registered with the SEC or a state?**
Oak Advisors, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 137192.

**How much does Oak Advisors, LLC manage?**
Oak Advisors, LLC reports $284,739,465 in regulatory assets under management in its Form ADV filing dated February 14, 2026 (100% discretionary).

**How have Oak Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Oak Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (94); high net worth individuals (69).

**Which custodians does Oak Advisors, LLC use?**
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.

**Does Oak 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/137192

**What changed in Oak Advisors, LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- 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

> 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% Between $2,000,000 and $4,000,000 1.25% Between $4,000,000 and $5,000,000 1.00%

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $284,739,465
- Discretionary: $284,739,465
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $37,498,839 |
| High net worth individuals | 69 | $246,817,416 |
| Charitable organizations | Fewer than 5 | $423,210 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2005 (20 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, NC, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakadvisors.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $183,671,166 | 8 | February 25, 2021 |
| October 2022 | $207,702,833 | 9 | September 27, 2022 |
| October 2023 | $182,173,065 | 8 | February 15, 2023 |
| October 2024 | $209,512,283 | 7 | January 24, 2024 |
| October 2025 | $241,818,711 | 6 | March 12, 2025 |
| October 2026 | $284,739,465 | 6 | February 14, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $241,818,711 to $284,739,465 (+18%).
- Registered or notice-filed in TX.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Advisors, LLC (CRD 137192): Form ADV filing data as of October 2026.