Oakhurst Capital Advisors, LLC

CRD#311802
Investment Advisor Firm

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Learn more about Oakhurst Capital Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Oakhurst Capital Advisors, LLC is located at 3050 K St NW, Washington, DC. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Oakhurst Capital Advisors, LLC is not a registered broker-dealer.

    Oakhurst Capital Advisors, LLC oversees $762.1 million in assets under management across 421 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to a diverse range of investors, including retail investors, high net worth investors, investment companies, pension plans, charitable organizations, and corporations. High net worth investors represent the largest client type by accounts, with 351 high net worth clients. The fee structure at Oakhurst Capital Advisors, LLC is asset-based.

    Oakhurst Capital Advisors, LLC is registered in the states of California, District of Columbia, Hawaii, New Hampshire, and Texas.

    Assets Under Management

    $762.1 million

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    3050 K St Nw
    Washington, DC 20007

    Oakhurst Capital Advisors, LLC by the Numbers

    Total Assets Under Management

    $762.1 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    421

    National Average: 375,227
    Average Account Size

    $1.8 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically vary depending on the type of financial services provided. Fees billed by Oakhurst Capital Advisors, LLC typically consist of the following fee type: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The company does business with a number of different investors. The company works with retail investors, high net worth investors, investment companies, pension plans, charitable organizations, corporations, and other. Out of its 7 clients, Oakhurst Capital Advisors, LLC's biggest client group by number of accounts is pension plans, although it also manages money for 351 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 83.77%
    • Other Individuals - 6.44%
    • Corporations - 8.59%
    • Charitable Organizations - 1.19%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Oakhurst Capital Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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