AdvisorCensus / Financial advisors / South Carolina / Myrtle Beach / Oak Street Advisors
Oak Street Advisors
Filed as OAK STREET ADVISORS · Legal name Oak Street Advisors Inc
Oak Street Advisors is an SEC-registered investment advisory firm in Myrtle Beach, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.
Quick answers
From the filingHow is Oak Street Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Oak Street Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Oak Street Advisors located?
Oak Street Advisors' principal office is in Myrtle Beach, SC, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Oak Street Advisors registered with the SEC or a state?
Oak Street Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 139400.
How much does Oak Street Advisors manage?
Oak Street Advisors reports $126,212,626 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (99% discretionary).
What types of clients does Oak Street Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Which custodians does Oak Street Advisors use?
Oak Street Advisors' 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 Street Advisors 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/139400
Does Oak Street Advisors state an account minimum?
Its Form ADV Part 2A brochure dated May 6, 2026 says: "Once a client meets the minimum $500,000 investment minimum, financial planning services will be included in the ongoing asset management fee."
What changed in Oak Street Advisors' recent Form ADV filings?
In the April 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription 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
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000
The brochure's wording
Once a client meets the minimum $500,000 investment minimum, financial planning services will be included in the ongoing asset management fee.
Minimum annual fee: $5,000
The brochure's wording
The minimum annual fee for any of our investment advisory services is $5,000.
As stated in the firm's Form ADV Part 2A brochure dated May 6, 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
Regulatory assets under management
Item 5.F$126,212,626 as of October 2026, filing dated May 14, 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
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Registration and firm details
Items 1, 2, 5- Legal name
- Oak Street Advisors Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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
Changes in the filing
Last 12 months- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Oak Street Advisors (CRD 139400): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/oak-street-advisors-myrtle-beach-sc-139400