Oak Street Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and publishing newsletters. Financial planning was provided to 101–250 clients last fiscal year.
Oak Street Advisors reports 159 clients. They include 115 individual clients, 40 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 99.1% ($125M across 543 accounts) are managed with discretion; $1.11M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 31% |
| High-net-worth individuals | 25% | 68% |
| Pension and profit-sharing plans | 1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 115 | $39.2M | 31.1% | $341K |
| High-net-worth individuals | 40 | $85.8M | 68.0% | $2.14M |
| Pension and profit-sharing plans | Fewer than 5 | $706K | 0.6% | $353K |
| Corporations and other businesses | Fewer than 5 | $534K | 0.4% | $267K |
| Total | 159 | $126M | 100% | — |
- Clients
- 115
- Regulatory AUM
- $39.2M
- AUM share
- 31.1%
- Avg. per client
- $341K
- Clients
- 40
- Regulatory AUM
- $85.8M
- AUM share
- 68.0%
- Avg. per client
- $2.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $706K
- AUM share
- 0.6%
- Avg. per client
- $353K
- Clients
- Fewer than 5
- Regulatory AUM
- $534K
- AUM share
- 0.4%
- Avg. per client
- $267K
Total
- Clients
- 159
- Regulatory AUM
- $126M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Oak Street Advisors charges 0.25%–1.50% a year for its Ongoing asset management. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is charged at $350 an hour before asset management begins; it is included in the asset management fee once a client meets the $500,000 minimum.
- Hourly consulting
- Hourly consulting is charged at a minimum of $350 per hour.
- Retirement plan services
- Retirement plan services are charged 0.0625% to 0.125% of total plan assets each quarter (an annual rate of 0.25% to 0.50%).
Bryan Taylor owns 75% or more of Oak Street Advisors. The leadership team of Oak Street Advisors includes President Bryan Taylor. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Oak Street Advisors Inc
Bryan Taylor
Control person · since May 2025
Besides its headquarters, Oak Street Advisors has 1 office, with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 4420 Oleander Drive, Suite 202, Myrtle BeachHQ
- 884 Allbritton BLVD, MT. Pleasant
Contact and registration details
- Legal name
- Oak Street Advisors Inc
- Headquarters
- 4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577
- Website
- oakadvisors.com
- Phone
- 843-946-9868
- SEC file
- 801-135703
- Structure
- South Carolina corporation
- Fiscal year end
- December
Oak Street Advisors’ named custodian for separately managed accounts is Charles Schwab ($126M). Oak Street Advisors has custody of $54.8M for 120 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $126M100%
At year end, Oak Street Advisors’ separately managed accounts were mostly in stocks (64%) and funds (22%).
What the accounts hold
- Stocks64%
- Funds22%
- Bonds10%
- Cash4%
How many clients does Oak Street Advisors have?
Oak Street Advisors has 159 clients and manages $126 million for them, as of May 2026. They include 115 individual clients, 40 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 May 2026
What services does Oak Street Advisors offer?
Oak Street Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and publishing newsletters.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Oak Street Advisors charge?
Oak Street Advisors charges 0.25%–1.50% a year for its Ongoing asset management. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Oak Street Advisors use?
Oak Street Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 May 2026
How many financial advisors does Oak Street Advisors have?
Oak Street Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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
What does Oak Street Advisors invest in?
At the end of its last fiscal year, Oak Street Advisors’ separately managed accounts held 64% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 10% U.S. government and agency bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Oak Street Advisors?
Oak Street Advisors’ direct owner is Bryan Taylor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 May 2026
How does Oak Street Advisors get paid?
Oak Street Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Oak Street Advisors?
Oak Street Advisors’ main office is at 4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577. Its phone number is 843-946-9868. Its website is oakadvisors.com.
