# Oakley Capital Group

> Oakley Capital Group is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 169427
- Filed as: OAKLEY CAPITAL GROUP
- Legal name: Oakley IV, Fanning Tucker
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169427
- AdvisorCensus page: https://advisorcensus.com/firm/oakley-capital-group-169427

## Quick answers

**How is Oakley Capital Group compensated?**
On its Form ADV (Item 5.E, October 2026), Oakley Capital Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Oakley Capital Group registered with the SEC or a state?**
Oakley Capital Group is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169427.

**How much does Oakley Capital Group manage?**
Oakley Capital Group reports $5,800,000 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (0% discretionary).

**Does Oakley Capital Group 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/169427

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,800,000
- Discretionary: $0
- Non-discretionary: $5,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $5,800,000 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakleycapitalgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakley Capital Group (CRD 169427): Form ADV filing data as of October 2026.