RIA Intel›Advisers›South Carolina›OAKLEY FINANCIAL LLC

OAKLEY FINANCIAL LLC

Advisory

SC

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in SC

#176

of 188 advisers by AUM

Average account

$2M

across 35 accounts

AUM per adviser

$53M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$53M

Discretionary AUM$0

Non-Discretionary AUM$53M

Discretionary %0%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, NY, SC

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

35 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

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

SPECTRUM WEALTH ADVISORS, LLC

$53M

INTELLIVEST WEALTH MANAGEMENT CORPORATION

BOILING SPRINGS, SC

$54M

SANCO SERVICES, INC.

JOHNS ISLAND, SC

$54M

INTELLIGENT INVESTING, LLC

$54M

GNI CAPITAL INC.

$55M

GUGLE WEALTH ADVISORY LLC

$51M

Get the full picture on OAKLEY FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track OAKLEY FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans