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CORDGRASS CAPITAL ADVISORS, LLC

RALEIGH, NC · CRD 311528 · IAPD ↗ · cordgrasscapital.com · 919-800-0705

$729.9MRegulatory AUM
4Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2026 — CORDGRASS CAPITAL ADVISORS, LLC changed its website from oakharborwealthpartners.com to cordgrasscapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
May 2026 — OAK HARBOR WEALTH PARTNERS, LLC is now doing business as CORDGRASS CAPITAL ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2026 — OAK HARBOR WEALTH PARTNERS, LLC notice-filed in IL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — OAK HARBOR WEALTH PARTNERS, LLC notice-filed in MD, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — OAK HARBOR WEALTH PARTNERS, LLC now reports custody of client assets ($9.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — OAK HARBOR WEALTH PARTNERS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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