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Oak Hill Wealth Advisors, LLC

CRD 318606SEC# 801-123308Lansdowne, VA
Export (members)
No longer SEC-registered. Oak Hill Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$603.2M
Employees
10
Accounts
1,191
Location
Lansdowne, VA

Oak Hill Wealth Advisors, LLC assets under management

Oak Hill Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Lansdowne, VA. It reports $603.2 million in regulatory assets under management and employs 10 people.

Oak Hill Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Neil Lambdin Christ ControlChief Compliance OfficerUnder 5%2024
Patrick Wallace Larkin ControlManaging MemberOver 75%2022

Frequently asked questions

How much does Oak Hill Wealth Advisors, LLC manage?

Oak Hill Wealth Advisors, LLC reports $603.2 million in regulatory assets under management on its Form ADV.

How many employees does Oak Hill Wealth Advisors, LLC have?

Oak Hill Wealth Advisors, LLC reports 10 employees.

Where is Oak Hill Wealth Advisors, LLC located?

Oak Hill Wealth Advisors, LLC is based in Lansdowne, VA.

Does Oak Hill Wealth Advisors, LLC disclose fund performance?

Oak Hill Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19415 Deerfield Ave, Suite 203, Lansdowne, VA 20176
Office hours5-Sep
Discloses disciplinary historyNo

Assets under management

Discretionary$553.8M
Non-discretionary$49.4M
Total (RAUM)$603.2M