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OAK MOUNTAIN ADVISORS
OAK MOUNTAIN ADVISORS LLC
CRD 168087 · SEC 801-78695
1165 NORTH CLARK STREET, SUITE 700, CHICAGO, IL, 60610, United States
Phone
312-951-7990
Fax
312-705-9005
Registration
— (—)
Source
State registered
Total AUM
$76.6M
Discretionary AUM
$76.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)INVESTMENT RESEARCH
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $35.6M |
| Pooled investment vehicles | 2 | $41.0M |
Official SEC filing: View on IAPD