$84.8M Total AUM
$84.8M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-28-2016
- Office Locations
- 1
Office Locations
-- Nevada City CA
About OAK Street Advisory Group, LLC
Oak Street Advisory Group is a Nevada City, CA fee-only, independent RIA providing comprehensive financial planning and investment management. CFP professionals build customized, risk-aware portfolios grounded in core investment principles. The firm emphasizes direct advisor access and personal relationships, with involvement in NAPFA and FPA, and custody available via Schwab and Altruist.
Team overview
42 AVG AGE
$42.4M AVG AUM / ADVISOR
$963.2K AVG AUM / CLIENT
9.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Value radial
Client Personas
Prime quantum
Custodian
Glacier Momentum north Beacon Prime insight
Investment Themes
North ridge Delta
Investment Vehicles
Zenith
Services
Wave focus Beacon foundation Eagle catalyst Element horizon Glacier beacon Catalyst fusion Pathway
Owner & Executives
MEGHAN MICHELE COOLBAUGH
Advisor, Chief Compliance Officer, President
- CRD
- #6355426
- Ownership
- 75% or more
(568) 557-1080
catalyst.pioneer@eaglecapital.com
in linkedin.com/in/summit-capital
Showing 1 of 1 owners & executives
Unlock allContacts
AILEEN LAU DANLEY
Financial Advisor, General Partner
- CRD
- #5673288
(658) 455-9441
pathway.north@oakcapital.com
in linkedin.com/in/delta-foundation
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,760,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,760,977 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,760,977
Equity - OTC:
15.9% Equity - Exchange:
30.7% Cash:
53.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $524,047,777 | 15.9% |
| Equity - Exchange | $1,011,840,677 | 30.7% |
| Cash | $1,760,009,517 | 53.4% |
| Total | $3,295,897,971 | 100.0% |