O
$5.7M Total AUM
$0 Disc. AUM
-81.1% 3Y CAGR
3 Employees
3 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Capital Group
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2020
- Office Locations
- 2
Office Locations
1875 Century Park East Suite 950 LOS Angeles CA
3050 K ST NW Suite 201 Washington DC
About Oakhurst Capital Advisors, LLC
Oakhurst Capital Advisors, LLC is a Washington-based RIA with 2 offices. The firm has been operating for 5 years. Managing $5.7M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
49 AVG AGE
$1.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Signal meridian North Ember legacy Glacier ember Delta Bridge signal Vital
Client Personas
Bridge ridge
Custodian
Summit legacy Element harbor Timber meridian Prime
Investment Themes
Radial
Investment Vehicles
Bridge zenith Summit quantum
Services
Radial crest Unison Fusion
Owner & Executives
A
ALISON HOPE MILLER
Chief Compliance Officer
- CRD
- #6848149
- Ownership
- Less than 5%
(548) 719-6508
element.vital@capitalcapital.com
in linkedin.com/in/legacy-element
ALEXANDER ROBERT MORRIS
Chief Executive Officer, President
- CRD
- #6052424
- Ownership
- Less than 5%
(537) 587-9689
atlas.crest@glaciercapital.com
in linkedin.com/in/signal-north
Showing 2 of 2 owners & executives
Unlock allContacts
C
CHONG CHOL HAN
Advisor
- CRD
- #5836274
(385) 850-2349
north.delta@catalystcapital.com
in linkedin.com/in/eagle-vector
BARRY PHILIP JULIEN
Portfolio Manager
- CRD
- #1955144
(867) 980-6613
capital.peak@horizoncapital.com
in linkedin.com/in/wave-unison
C
Catalyst pioneer
Beacon catalyst wave
- CRD
- #32828
(397) 216-8042
radial.peak@wavecapital.com
in linkedin.com/in/capital-signal
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,740,796 | $1,148,159 |
| Total | $5,740,796 | $1,148,159 |
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Separately Managed Accounts
Total SMA Asset: $5,740,796
Equity - Exchange:
5.3% Other:
22.9% U.S. Government/Agency:
6.9% Corporate - Investment Grade:
11.1% Public Funds:
5.6% Cash:
25.3% Municipal Bonds:
22.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $82,554,009 | 5.3% |
| Other | $356,695,624 | 22.9% |
| U.S. Government/Agency | $107,475,974 | 6.9% |
| Corporate - Investment Grade | $172,896,132 | 11.1% |
| Public Funds | $87,226,877 | 5.6% |
| Cash | $394,078,571 | 25.3% |
| Municipal Bonds | $356,695,624 | 22.9% |
| Total | $1,557,622,811 | 100.0% |