{"url":"https://nivawealth.com/firms/oak-barrel-wealth-advisory-333693","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/333693","regulatoryAum":353748214,"crd":"333693","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2646049","suffix":null,"lastName":"BIRNIE","firstName":"DOUGLAS","middleName":"HART"},{"crd":"6829668","suffix":null,"lastName":"Bradley","firstName":"Paul","middleName":"Michael"},{"crd":"6238381","suffix":null,"lastName":"SEXTON","firstName":"JAMES","middleName":"ALBERT"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-05","regulatoryAum":267813718,"clients":201,"employees":3,"offices":2},{"filedOn":"2026-09-02","regulatoryAum":353748214,"clients":215,"employees":3,"offices":2}],"secFileNumber":"801-131508","legalName":"Oak Barrel Wealth Advisory LLC","displayName":"Oak Barrel Wealth 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They include 112 individual clients and 103 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oak Barrel Wealth Advisory offer?","answer":"Oak Barrel Wealth Advisory provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and education planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Oak Barrel Wealth Advisory use?","answer":"Oak Barrel Wealth Advisory’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $354M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oak Barrel Wealth Advisory have?","answer":"Oak Barrel Wealth Advisory has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oak Barrel Wealth Advisory invest in?","answer":"At the end of its last fiscal year, Oak Barrel Wealth Advisory’s separately managed accounts held 52% exchange-traded equities, 46% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oak Barrel Wealth Advisory?","answer":"Oak Barrel Wealth Advisory’s direct owner is Douglas Birnie (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oak Barrel Wealth Advisory get paid?","answer":"Oak Barrel Wealth Advisory is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}