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Douglas Hart Birnie

Founder And Managing DirectorOak Barrel Wealth Advisory LLCCRD 2646049

About Douglas Hart Birnie

Douglas Hart Birnie is listed as Founder And Managing Director at Oak Barrel Wealth Advisory LLC in Reston, VA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Oak Barrel Wealth Advisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Douglas Hart Birnie work?

Douglas Hart Birnie is listed as Founder And Managing Director at Oak Barrel Wealth Advisory LLC on SEC Form ADV.

How much of Oak Barrel Wealth Advisory LLC does Douglas Hart Birnie own?

Form ADV reports a beneficial ownership band of Over 75%.

Oak Barrel Wealth Advisory LLC

TitleFounder And Managing Director
OwnershipOver 75%
Control personYes
Since2024