# Oak Capital Advisors, LLC

> Oak Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 285091
- Filed as: OAK CAPITAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285091
- AdvisorCensus page: https://advisorcensus.com/firm/oak-capital-advisors-llc-285091

## Quick answers

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

**Is Oak Capital Advisors, LLC registered with the SEC or a state?**
Oak Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285091.

**How much does Oak Capital Advisors, LLC manage?**
Oak Capital Advisors, LLC reports $62,573,151 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (88% discretionary).

**What types of clients does Oak Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (36).

**Does Oak 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285091

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $62,573,151
- Discretionary: $55,113,163
- Non-discretionary: $7,459,988

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $15,302,587 |
| High net worth individuals | 36 | $42,990,754 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,279,810 |

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

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brettkfellows.com
- oakcapitaladvisor.com
- Facebook @OakCapitalAdvisors
- Instagram @moneyrxforcrnas
- LinkedIn @OAK-CAPITAL-ADVISORS-LLC
- YouTube @MoneyRxforCRNAsandNPs

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Capital Advisors, LLC (CRD 285091): Form ADV filing data as of October 2026.