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OAKHURST ADVISORS

LOS ANGELES, CA · CRD 282057 · IAPD ↗ · oakhurstfunds.com · 1-800-235-6517

$1.25BRegulatory AUM
4Advisory reps
14Employees
2Clients
0Planning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — OAKHURST ADVISORS shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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