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OAC CAPITAL ADVISORS LLC

CRD 317559 · SEC 801-128173

Visit website

GA, United States

Phone

345-749-4505

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$212.0M

Discretionary AUM

$92.4M

Team

5 total employees; 4 advisory reps; 7 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING, AND PORTFOLIO REPORTING FOR CERTAIN PORTFOLIOS

Client types

TypeClientsAUM
Individuals4$1.7M
High net worth individuals6$13.5M
Corporations/business entities21$196.7M

States served

GA, MI, FL

All web addresses on file

Official SEC filing: View on IAPD