Oak Street Advisory Group, LLC

Oak Street Advisory Group provides personalized financial planning, consulting, and portfolio management services to individual and high net worth clients. The firm is state-registered in California, was founded in 2016, and structures engagements either as all‑inclusive retainers or as standalone planning or asset‑management arrangements, beginning with a complimentary initial consultation.

The firm’s investment work combines fundamental analysis with Modern Portfolio Theory principles and is implemented primarily through mutual funds and ETFs, with portfolios managed on either a discretionary or non‑discretionary basis and subject to ongoing supervision and re‑optimization. Oak Street emphasizes portfolio construction and asset‑allocation as the primary drivers of long‑term outcomes and monitors accounts at least annually, with more frequent reviews triggered by changes in client circumstances or market conditions.

Compared with many peers, Oak Street operates with a relatively concentrated practice — reporting roughly $88 million in discretionary assets under management — and the brochure indicates the firm also conducts educational seminars or workshops, an offering that is uncommon among similar supported firms. The firm discloses formal trade aggregation and error‑correction policies and generally directs custody to established custodians, which may support its focus on individualized plan reviews and client education.