$277.7M Total AUM
$277.7M Disc. AUM
-- 3Y CAGR
27 Employees
5,051 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Ember prime
- Established Date
- 04-11-2025
- Office Locations
- 12
Office Locations
1094 S Gilbert RD Suite 201 Gilbert AZ
136 S 4TH Street Forest City IA
1488 Merrill AVE Wausau WI
About Oasis Advisors
Oasis Advisors is a Forest City-based RIA with 12 offices. The firm has been operating for 1 years. Managing $277.7M in total assets under management, with 22 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
50 AVG AGE
$12.6M AVG AUM / ADVISOR
$55.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
27 Employees
22 Advisory Reps
22 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Wave Value Matrix fusion Horizon
Client Personas
Timber Crest insight Momentum fusion
Custodian
Vital Oak
Investment Themes
Meridian Beacon Matrix Glacier
Investment Vehicles
Fusion delta
Services
Atlas value Legacy Peak legacy Insight Atlas zenith Fusion Fusion wave
Technology
Oak legacy
Owner & Executives
BRYAN MATTHEW DEWHURST
Chief Compliance Officer, President
- CRD
- #4542194
- Ownership
- Less than 5%
(403) 653-2838
prime.zenith@elementcapital.com
in linkedin.com/in/zenith-foundation
James David May
Chief Compliance Officer, CHIEF OPERATING OFFICER, DIRECTOR OF OPERATIONS
- CRD
- #1601422
- Ownership
- Less than 5%
(246) 682-9677
optima.value@catalystcapital.com
in linkedin.com/in/beacon-momentum
I
Insight wave
Capital atlas wave
- CRD
- #71775
- Ownership
- 47.0%
(579) 256-9427
signal.optima@summitcapital.com
in linkedin.com/in/quantum-vertex
Showing 2 of 5 owners & executives
Unlock allContacts
WILLIAM CARLISLE BONE
Investment Advisor Representative
- CRD
- #7006426
(462) 742-2479
matrix.optima@primecapital.com
in linkedin.com/in/capital-legacy
LARRY ALEXANDER CELAYA
Wealth Management Advisor
- CRD
- #2341279
(935) 585-4411
catalyst.pathway@alphacapital.com
in linkedin.com/in/beacon-atlas
D
Delta oak
Capital foundation
- CRD
- #48641
(412) 590-4412
signal.unison@pathwaycapital.com
in linkedin.com/in/unison-fusion
Showing 2 of 22 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,687,094 | $54,966 |
| Non-Discretionary | $0 | -- |
| Total | $277,687,094 | $54,966 |
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Separately Managed Accounts
Total SMA Asset: $277,687,094
Public Funds:
11.7% U.S. Government/Agency:
21.4% Equity - Exchange:
18.4% Cash:
7.2% Corporate - Investment Grade:
13.9% Municipal Bonds:
22.6% Private Funds:
4.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $495,917,938 | 11.7% |
| U.S. Government/Agency | $907,063,579 | 21.4% |
| Equity - Exchange | $779,905,133 | 18.4% |
| Cash | $305,180,269 | 7.2% |
| Corporate - Investment Grade | $589,167,465 | 13.9% |
| Municipal Bonds | $957,926,957 | 22.6% |
| Private Funds | $203,453,513 | 4.8% |
| Total | $4,238,614,854 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA HARBOR | RADIAL HARBOR | 01UEQ5RJX | ADSYA | 9.56% | $94,624,772 |
| HORIZON BEACON | LEGACY HORIZON | UQAFYA1BY | PBLZ | 6.26% | $73,987,575 |
| EAGLE BEACON WAVE | OAK NORTH | CUMSUHOLR | ACIDA | 1.20% | $91,974,523 |
| PIONEER HORIZON | HORIZON TIMBER | 9TD2PVPK9 | PPFJ | 3.40% | $77,368,753 |
| HARBOR EAGLE EAGLE | HORIZON CATALYST | SDHRM33ML | YUHMF | 9.75% | $47,136,725 |
| QUANTUM ELEMENT LEGACY | FRONTIER MERIDIAN | BIB87P39Y | JSCCF | 0.91% | $53,015,700 |
| MOMENTUM SUMMIT | TIMBER EAGLE | DAZX5PHW2 | CAPO | 1.64% | $8,929,930 |
| VERTEX OPTIMA | EAGLE ATLAS | RFBZLL7H1 | CFSJB | 0.69% | $83,776,413 |