{"url":"https://nivawealth.com/firms/oak-street-advisors-139400","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139400","regulatoryAum":126212626,"crd":"139400","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7604146","suffix":null,"lastName":"Cooper","firstName":"Ryan","middleName":"Kent"},{"crd":"6434772","suffix":null,"lastName":"TAYLOR","firstName":"BRYAN","middleName":"LEE"}],"total":2,"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"},"secFileNumber":"801-135703","legalName":"Oak Street Advisors Inc","displayName":"Oak Street Advisors","slug":"oak-street-advisors-139400","website":"https://oakadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/139400/f23e5f5f8541e10a-r1.webp","tone":"light","width":280,"height":200,"sourceUrl":"https://oakadvisors.com/","sourceLabel":"OAK Street Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"South Carolina corporation","fiscalYearEnd":"December","headquarters":{"street":"4420 Oleander Drive, Suite 202","city":"Myrtle Beach","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29577"},"tradeNames":[],"registration":{"secApproved":"30 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":806273.4516129033,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":126212626,"discretionary":125105287,"discretionaryAccounts":543,"nonDiscretionary":1107339,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":115,"regulatoryAum":39195150},{"label":"High-net-worth individuals","clients":40,"regulatoryAum":85777235},{"label":"Pension and profit-sharing plans","clients":2,"fewerThan5":true,"regulatoryAum":705963},{"label":"Corporations and other businesses","clients":2,"fewerThan5":true,"regulatoryAum":534278}],"feePrograms":[{"role":"main","program":"Ongoing asset management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","versionId":1044205,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-06","documentName":"OAK STREET ADVISORS ADV PART 2","fee_rate_low":0.25,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","versionId":1044205,"submittedOn":"2026-05-06","documentName":"OAK STREET ADVISORS ADV PART 2"},{"role":"other","program":"Hourly consulting","summary":"Hourly consulting is charged at a minimum of $350 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","versionId":1044205,"submittedOn":"2026-05-06","documentName":"OAK STREET ADVISORS ADV PART 2"},{"role":"other","program":"Retirement plan services","summary":"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%).","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","versionId":1044205,"submittedOn":"2026-05-06","documentName":"OAK STREET ADVISORS ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:24:09.405844+00:00","documents":[{"name":"OAK STREET ADVISORS ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","versionId":1044205,"submittedOn":"2026-05-06"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":125814442}],"custodyNote":"Oak Street Advisors has custody of $54.8M for 120 clients.","otherCustodians":[],"leadership":[{"name":"Bryan Taylor","title":"President, Chief Investment Officer, Chief Compliance Officer","crd":"6434772"}],"ownership":[{"label":"Bryan Taylor","detail":"President, chief investment officer, chief compliance officer in the 75% or more ownership band and a control person, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":2,"addresses":[{"street":"4420 Oleander Drive, Suite 202","city":"Myrtle Beach","headquarters":true},{"street":"884 Allbritton BLVD","city":"MT. Pleasant"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"843-946-9868","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Publication of periodicals or newsletters"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":64},{"label":"U.S. government/agency bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"14 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139400/PDF/139400.pdf","brochureDate":"6 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044205","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Oak Street Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oak Street Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Oak Street Advisors charge?","answer":"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.","source":"OAK STREET ADVISORS ADV PART 2, filed 6 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Oak Street Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oak Street Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oak Street Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oak Street Advisors?","answer":"Oak Street Advisors’ direct owner is Bryan Taylor (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oak Street Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Oak Street Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 14 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}