SourcingSourcing

OAK STREET ADVISORS INC

C47
CRD 139400·SEC 801-135703·MYRTLE BEACH, SC
AUM
$126.2M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$379K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAK STREET ADVISORS INC
CRD
139400
SEC file #
801-135703
EIN
—
DBA names
Oak Street Advisors

Economics

AUM
$126.2M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other115
Individuals High Net Worth40
Pension Profit Sharing Plans2
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
MYRTLE BEACH SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingPublication of periodicals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/28/2026
ADV-W filed at
—
Website
oakadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAYLOR, BRYAN, LEE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TAYLOR, BRYAN, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OAKADVISORS.COM
Rdap Domain Creation Date
2005-10-04T17:28:11Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-10-04T17:28:11Z
Rdap Domain Last Changed
2025-09-06T04:44:28Z
Rdap Nameservers
Ns1.turbify.comNs2.turbify.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6434772
Trust Company Affiliate
No

People (2)

2
TAYLOR, BRYAN, LEE
IAR · Direct Owner · 87.5%
6434772
Ryan Kent Cooper
IAR
7604146