PPrivate Fund Data Log in Join · $37/mo

Oak Street Advisors Inc

● SEC registered since 2026CRD 139400SEC# 801-135703Myrtle Beach, SC
Export (members)
Reg. AUM
$126.2M
Employees
2
Accounts
547
Location
Myrtle Beach, SC

Oak Street Advisors Inc assets under management

Oak Street Advisors Inc is an SEC-registered investment adviser based in Myrtle Beach, SC. The firm has been registered since 2026. It reports $126.2 million in regulatory assets under management and employs 2 people.

Oak Street Advisors Inc owners & executives

1 reported
NameTitleOwnershipSince
Bryan Lee Taylor ControlPresident, Chief Investment Officer, Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Oak Street Advisors Inc manage?

Oak Street Advisors Inc reports $126.2 million in regulatory assets under management on its Form ADV.

How many employees does Oak Street Advisors Inc have?

Oak Street Advisors Inc reports 2 employees.

Where is Oak Street Advisors Inc located?

Oak Street Advisors Inc is based in Myrtle Beach, SC and has been SEC-registered since 2026.

Does Oak Street Advisors Inc disclose fund performance?

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

Contact & registration

Address4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577
Phone843-946-9868
Office hours9a.m. To 5p.m. Et
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.1M
Non-discretionary$1.1M
Total (RAUM)$126.2M