SourcingSourcing

OAKTREE ADVISORS LLC

C40
CRD 168271·SEC 801-129908·COOPERSBURG, PA
AUM
$282.8M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$848K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAKTREE ADVISORS LLC
CRD
168271
SEC file #
801-129908
EIN
—
DBA names
—

Economics

AUM
$282.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$179.3M → $282.8M▲ +58%
Client mix
Individuals Other242
Individuals High Net Worth144

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
COOPERSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/14/2026
ADV-W filed at
—
Website
linkedin.com/company/oaktree-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EICHMAN, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
EICHMAN, PAUL
Eichman, Laura, Virginia
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3864
Soi Zip Pct 200k Plus
0.1497
Soi Zip Returns 200k Plus
1,120
Soi Zip Total AGI
949,457
Fdic Zip Total Deposits
7,817,725,000
Fdic Zip Branch Count
153
Fdic Zip Top Banks
QNB Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Meridian BankCoopersburg, PA
First Fidelity Bank, National AssociationCoopersburg, PA
Fdic Zip HHI
1169.82
Fdic Zip Top Bank Share Pct
23.05
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI18,799
Returns1,800
Stub 2
AGI40,847
Returns1,090
Stub 3
AGI57,900
Returns940
Soi Zip Total Business Income
23,757
Soi Zip Total Cap Gains
43,493
Soi Zip Total Dividends
27,053
Soi Zip Total Returns
7,480
Top Owner CRD
5732435
Trust Company Affiliate
No

People (8)

8
EICHMAN, PAUL
IAR · Direct Owner · 87.5%
5732435
Eichman, Laura, Virginia
Executive Officer · 2.5%
7777168
John Pelcheck
IAR
8136569
DANIEL EDWARD NEMETH
IAR
6150953
TRUDY ANN FEARON
IAR
857412
BENJAMIN EICHMAN
IAR
6377621
GEORGE PAUL KURTZ
IAR
6117969
LOUIS JOSEPH HERSHMAN
IAR
2714530