OAKHURST CAPITAL ADVISORS, LLC

3050 K St Nw
Suite 201
Washington, District of Columbia 20007
Tel: 310-278-8232

About OAKHURST CAPITAL ADVISORS, LLC

OAKHURST CAPITAL ADVISORS, LLC, formally registered with the SEC as OAKHURST CAPITAL ADVISORS, LLC. The firm was established in 12/18/2020. They have over 2 offices throughout the country.

OAKHURST CAPITAL ADVISORS, LLC is a Washington, District of Columbia based Financial Planning firm with nearly $762,070,332 assets under management, offering retirement planning & investment advisory services to 421 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311802
SEC#	801-120027
Assets Managed by Firm	$762,070,332
No. of Clients	421
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	421	$762,070,332
Individuals (other than high net worth individuals)	27	$9,254,546
High net worth individuals	351	$254,728,712
Pension and profit sharing plans	25	$278,301,618
Charitable organizations	5	$10,579,070
Corporations or other businesses	6	$29,529,234

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