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OAKBOURNE ADVISORS

BERKELEY HEIGHTS, NJ · CRD 129112 · IAPD ↗ · oakbourneadvisors.com · 908-850-9991

$347.9MRegulatory AUM
8Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — OAKBOURNE ADVISORS changed its website from nstarinvest.com to oakbourneadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — OAKBOURNE ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — OAKBOURNE ADVISORS reported RAUM up 45% ($195.7M -> $283.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — OAKBOURNE ADVISORS moved its main office from HACKETTSTOWN, NJ to BERKELEY HEIGHTS, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
April 2024 — OAKBOURNE ADVISORS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — OAKBOURNE ADVISORS reported RAUM up 35% ($144.8M -> $195.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.