Oak Street Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$126,212,626
Total clients
155
26% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
78
Average account size
$814,275
About
Oak Street Advisors provides financial planning and fee-only investment advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and employer retirement plans, with an emphasis on retirement planning. The brochure notes the firm manages roughly $126 million in client assets and derives the large majority of its revenue from discretionary portfolio management.
The firm emphasizes customized portfolios implemented within a common investment philosophy, employing a core ETF strategy alongside dividend‑income and concentrated growth options and maintaining a flexible asset allocation that can shift to short‑term cash when market conditions warrant. Oak Street Advisors uses third‑party research, custodial resources and proprietary techniques for security selection and conducts frequent monitoring and reviews, operating with discretionary trading authority under client investment plans.
Distinctive elements called out in the brochure include a recent SEC registration effective March 30, 2026 and a 2025 consolidation of ownership with the firm’s principal also serving in chief investment and compliance roles. The firm also provides retirement‑plan participant education and distributes quarterly electronic newsletters to plan participants — a client communication practice the brochure highlights that is relatively uncommon among similarly supported firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,500,000: 0.75% $3,500,001 - $6,000,000: 0.50% $6,000,001+: 0.25%
$350 per hour for financial planning and consulting services
Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for investment advisory services Fee-only: Fee-only investment advisory services
Main office location
Oak Street Advisors
1335 44 Th Ave N. Suite 201
Myrtle Beach SC 29577, United States
Number of offices
2
Most active in
Georgia · North Carolina · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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