RIA Intel›Advisers›Wyoming›OAK STREET ADVISORY GROUP, LLC

OAK STREET ADVISORY GROUP, LLC

Advisory

WY

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in WY

#32

of 42 advisers by AUM

Average account

$398K

across 213 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

85 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WY

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

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WYOMING INVESTMENT MANAGEMENT SERVICES, LLC

$79M

WEALTH MANAGEMENT CONSULTANTS L.L.C.

$95M

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