← Back to searchVisit website
OAC CAPITAL ADVISORS LLC
CRD 317559 · SEC 801-128173
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.7M |
| High net worth individuals | 6 | $13.5M |
| Corporations/business entities | 21 | $196.7M |
States served
GA, MI, FL
All web addresses on file
Official SEC filing: View on IAPD