$347.9M Total AUM
$347.9M Disc. AUM
33.9% 3Y CAGR
10 Employees
495 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Value insightAtlas
- Established Date
- 03-24-2004
- Office Locations
- 4
Office Locations
2 West Market Street West Chester PA
2 West Market Street Suite 1 West Chester PA
200 Connell Drive Suite 1000 Berkeley Heights NJ
About Oakbourne Advisors
Oakbourne Advisors is a Berkeley Heights-based RIA with 4 offices. The firm has been operating for 22 years. Managing $347.9M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company and SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$43.5M AVG AUM / ADVISOR
$702.8K AVG AUM / CLIENT
7.7 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Meridian foundation
Client Personas
Value glacier
CRM
Signal
Custodian
Signal catalyst Capital Eagle peak
Investment Themes
Unison wave Glacier Crest
Investment Vehicles
North Quantum
Platform
Summit Bridge harbor
Services
Eagle Optima Prime legacy Atlas Zenith catalyst Matrix Wave zenith Pathway
Technology
Timber Signal vertex
Owner & Executives
Andrew Peters
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5548991
- Ownership
- Less than 5%
(409) 360-9881
value.pathway@eaglecapital.com
in linkedin.com/in/delta-element
Showing 1 of 1 owners & executives
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R
Ross Geoffrey Danzig
Private Wealth Advisor
- CRD
- #6513819
(222) 494-6190
crest.pioneer@vertexcapital.com
in linkedin.com/in/radial-unison
CHRISTOPHER TYLER DIEDERICH
Private Wealth Advisor
- CRD
- #5669484
(280) 640-6533
prime.insight@capitalcapital.com
in linkedin.com/in/vital-peak
W
Wave pioneer
Alpha focus
- CRD
- #13606
(786) 787-2472
atlas.focus@focuscapital.com
in linkedin.com/in/ember-unison
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,905,661 | $324,539 |
| Non-Discretionary | $0 | -- |
| Total | $347,905,661 | $324,539 |
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Separately Managed Accounts
Total SMA Asset: $347,905,661
Public Funds:
26.8% Equity - Exchange:
14.5% Cash:
58.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $473,022,533 | 26.8% |
| Equity - Exchange | $255,926,371 | 14.5% |
| Cash | $1,036,060,548 | 58.7% |
| Total | $1,765,009,452 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH PEAK QUANTUM | VITAL DELTA | 4Q7GW886C | ATYOG | 8.81% | $15,823,513 |
| CREST QUANTUM | RIDGE TIMBER | GI227Z47C | CTG | 8.53% | $65,788,055 |
| RIDGE HARBOR BRIDGE | CREST TIMBER | 13F6AYV0A | LQTF | 7.75% | $106,619,548 |
| UNISON CREST | QUANTUM PRIME | NWOR90ZNM | RTV | 11.87% | $86,384,210 |
| INSIGHT ALPHA | CATALYST RADIAL | G3WZN610P | PUH | 8.57% | $66,948,770 |
| FOCUS RADIAL | RIDGE INSIGHT | R5UJEZ5Z1 | OALIA | 8.15% | $70,681,384 |
| MERIDIAN PRIME | RIDGE ELEMENT | 6VP0SC6WP | HSSEQ | 12.59% | $3,716,917 |
| VERTEX NORTH | EAGLE OPTIMA | N2DZR2R2U | FKT | 11.04% | $110,627,068 |