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OAK STREET ADVISORS
OAK STREET ADVISORS INC
CRD 139400 · SEC 801-135703
4420 OLEANDER DRIVE, SUITE 202, MYRTLE BEACH, SC, 29577, United States
Phone
843-946-9868
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.2M
Discretionary AUM
$125.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $39.2M |
| High net worth individuals | 40 | $85.8M |
| Pension/profit sharing plans | 2 | $706K |
| Corporations/business entities | 2 | $534K |
States served
GA, NC, SC
All web addresses on file
Official SEC filing: View on IAPD