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OAK STREET ADVISORS

MYRTLE BEACH, SC · CRD 139400 · IAPD ↗ · oakadvisors.com · 843-946-9868

$126.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — OAK STREET ADVISORS now reports custody of client assets ($54.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
April 2026 — OAK STREET ADVISORS (MYRTLE BEACH, SC) is newly SEC-registered with $126.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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