{ "crd_number": 282057, "slug": "oakhurst-advisors-los-angeles-ca-282057", "primary_business_name": "OAKHURST ADVISORS", "legal_name": "OAKHURST ADVISORS, LLC", "dbas": [ "CKR ADVISORS, LLC", "GOLIATH FUND OF FUNDS GP, LLC", "LEVIATHAN CO-INVEST MANAGER, LLC", "MANDALAY ADVISORS, LLC", "MANDALAY HOSPITALITY FUND I GP, LLC", "MANDALAY INCOME FUND GP, LLC", "MANDALAY INDUSTRIAL ASSET MANAGEMENT, LLC", "MANDALAY REAL ESTATE FUND GP, LLC", "OAKHURST INCOME FUND GP, LLC", "OAKHURST OPPORTUNITY LENDING FUND GP, LLC", "OAKHURST REAL ESTATE ADVISORS, LLC", "OAKHURST REAL ESTATE FUND GP IV, LLC", "S&R REAL ESTATE FUND GP II, LLC", "S&R REAL ESTATE FUND GP II-AUSTIN, LLC", "S&R REAL ESTATE FUND GP III, LLC", "S&R REAL ESTATE FUND GP, LLC" ], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-04-27", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 1249445239.0, "raum_discretionary": 1249445239.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 14, "advisory_employees": 4, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1249445239.0, "count": 23 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://oakhurstfunds.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282057", "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/oakhurst-advisors-los-angeles-ca-282057", "display_name": "Oakhurst Advisors", "summary": "Oakhurst Advisors is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Oakhurst Advisors (CRD 282057): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Oakhurst Advisors compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Oakhurst Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Oakhurst Advisors located?", "a": "Oakhurst Advisors' principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Oakhurst Advisors registered with the SEC or a state?", "a": "Oakhurst Advisors is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282057." }, { "q": "How much does Oakhurst Advisors manage?", "a": "Oakhurst Advisors reports $1,249,445,239 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)." }, { "q": "How have Oakhurst Advisors' assets and staff changed since 2021?", "a": "In the Form ADV data for Oakhurst Advisors: Regulatory assets under management: $841,864,796 in the October 2021 data and $1,249,445,239 in the October 2026 data, up 48%. Total employees: 31 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Oakhurst Advisors serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23)." }, { "q": "Does Oakhurst Advisors 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/282057" }, { "q": "What changed in Oakhurst Advisors' recent Form ADV filings?", "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 841864796.0, "total_employees": 31, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1277681069.0, "total_employees": 40, "filing_date": "2022-09-16" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1412363921.0, "total_employees": 15, "filing_date": "2023-05-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1204650234.0, "total_employees": 7, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1234941783.0, "total_employees": 10, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1249445239.0, "total_employees": 14, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/oakhurst-advisors-los-angeles-ca-282057.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 23, "fewer_than_5": false, "raum": 1249445239.0 } ], "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/282057", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }