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OAC CAPITAL ADVISORS LLC

· CRD 317559 · IAPD ↗ · oacadvisors.com · 345-749-4505

$212.0MRegulatory AUM
4Advisory reps
5Employees
7Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — OAC CAPITAL ADVISORS LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — OAC CAPITAL ADVISORS LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2024 — OAC CAPITAL ADVISORS LLC reported RAUM up 39% ($114.8M -> $159.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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