RIA Intel›Advisers›South Carolina›OAK CAPITAL ADVISORS, LLC

OAK CAPITAL ADVISORS, LLC

Advisory

SC

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in SC
#164
of 188 advisers by AUM
Average account
$286K
across 219 accounts
AUM per adviser
$63M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$63M
Discretionary %
88.1%
Clients
99
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$63M
Discretionary AUM$55M
Non-Discretionary AUM$7M
Discretionary %88.1%
Total Clients99
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

WARD FINANCIAL ADVISORS, LTD.
COLUMBIA, SC
$62M
-3.7% 1Y
MCGREGOR FINANCIAL ADVISORS, LLC
COLUMBIA, SC
$63M
+63.2% 1Y
RED TRIANGLE, LLC
MT. PLEASANT, SC
$61M
JEHM WEALTH & RETIREMENT, LLC
SIMPSONVILLE, SC
$65M
JONES PALMER & ASSOCIATES INC
$59M
-6.7% 1Y
ATLANTIC CAPITAL MANAGEMENT LTD
CHARLESTON, SC
$66M
-8.2% 1Y

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