Oasis Advisors

OASIS Advisors provides ongoing portfolio management, financial planning (including subscription planning), and pension consulting to individuals (including high-net-worth clients), corporations, and retirement plans. The firm manages about $278 million for roughly 4,987 clients through a team of 18 advisors and states it has no account minimum for its services.

The firm documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, using fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading approach. Portfolios may include traditional mutual funds, ETFs and fixed income as well as less common instruments for a multi-team firm — such as private placements, structured notes, and cryptocurrency — and OASIS may refer assets to third-party managers after conducting due diligence.

OASIS Advisors is a relatively new firm (formed in 2025) under OASIS Capital Hold Co. and is under common ownership with AlphaBit Investments, LLC, which sponsors an ETF; the brochure discloses this and other potential conflicts of interest, including fee-sharing arrangements with third-party advisers. Several investment adviser representatives are also registered broker‑dealer representatives and some operate through an affiliated insurance entity, and the firm allows customizable fee arrangements for very large accounts and offers subscription financial planning, all of which distinguish its business model from many peers.