$126.2M Total AUM
$125.1M Disc. AUM
-- 3Y CAGR
2 Employees
159 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Oak vectorFoundation +more
- Established Date
- 02-23-2006
- Office Locations
- 2
Office Locations
4420 Oleander Drive, Suite 202 Myrtle Beach SC
884 Allbritton Blvd Suite 215 Mt. Pleasant SC
About OAK Street Advisors
Oak Street Advisors is a South Carolina-based, fee-only RIA providing fiduciary, tax-smart financial planning and investment management built around tax-efficient strategies and account structuring. The firm works with retirees and business owners and operates from Myrtle Beach and the Charleston area, with custody at Charles Schwab. Portfolios lean heavily on ETFs alongside fixed income.
Team overview
35 AVG AGE
$63.1M AVG AUM / ADVISOR
$793.8K AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
Peak pathway Summit eagle Radial Fusion alpha
Client Personas
Ridge Capital Vector vector
Custodian
Value Capital
Investment Themes
North ember Peak vector Ridge prime Legacy momentum
Investment Vehicles
Timber harbor Atlas focus
Platform
Alpha
Services
Signal vital North matrix Alpha Wave timber Peak Timber insight Crest Horizon oak Signal
Technology
Legacy Insight Zenith zenith Element
Owner & Executives
BRYAN LEE TAYLOR
Chief Compliance Officer, Chief Investment Officer, President, Vice President
- CRD
- #6434772
- Ownership
- 75% or more
(405) 545-2502
ridge.horizon@zenithcapital.com
in linkedin.com/in/summit-oak
Showing 1 of 1 owners & executives
Unlock allContacts
Ryan Kent Cooper
Financial Advisor, General Partner
- CRD
- #7604146
(879) 293-3882
vertex.alpha@momentumcapital.com
in linkedin.com/in/focus-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,105,287 | $230,396 |
| Non-Discretionary | $1,107,339 | $276,835 |
| Total | $126,212,626 | $230,736 |
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Separately Managed Accounts
Total SMA Asset: $126,212,626
Equity - Exchange:
25.6% Public Funds:
24.7% U.S. Government/Agency:
25.5% Cash:
24.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $589,765,544 | 25.6% |
| Public Funds | $569,031,599 | 24.7% |
| U.S. Government/Agency | $587,461,772 | 25.5% |
| Cash | $557,512,741 | 24.2% |
| Total | $2,303,771,656 | 100.0% |