SourcingSourcing

OAK BARREL WEALTH ADVISORY LLC

C41
CRD 333693·SEC 801-131508·RESTON, VA
AUM
$353.7M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAK BARREL WEALTH ADVISORY LLC
CRD
333693
SEC file #
801-131508
EIN
331392194
DBA names
Piedmont Wealth Advisory

Economics

AUM
$353.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$267.8M → $353.7M▲ +32%
Client mix
Individuals Other112
Individuals High Net Worth103

Operations

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

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
piedmontwealthadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIRNIE, DOUGLAS, HART
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BIRNIE, DOUGLAS, HART
SEXTON, JAMES, ALBERT
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
PIEDMONTWEALTHADVISORY.COM
Rdap Domain Creation Date
2017-01-27T16:26:02Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002116315
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-05-07
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001951757-26-000799

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4295
Soi Zip Pct 200k Plus
0.1844
Soi Zip Returns 200k Plus
3,010
Soi Zip Total AGI
2,226,371
Fdic Zip Total Deposits
25,783,040,000
Fdic Zip Branch Count
213
Fdic Zip Top Banks
Atlantic Union Bank
Access National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
12030 SUNRISE VALLEY DRIVESUITE 325RESTON, VA 20191
Business
12030 SUNRISE VALLEY DRIVESUITE 325RESTON, VA 20191
Edgar EIN
331392194
Edgar Recent Filings
13F-HR2026-05-07 · 0001951757-26-000799
Fdic Zip Branches Raw
Chevy Chase Bank, F.S.B.Reston, VA
Chevy Chase Bank, F.S.B.Reston, VA
Fdic Zip HHI
1506.07
Fdic Zip Top Bank Share Pct
26
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-27T16:26:02Z
Rdap Domain Last Changed
2025-10-29T07:34:19Z
Rdap Nameservers
Ns1.openhostingservice.comNs2.openhostingservice.comNs3.openhostingservice.comNs4.openhostingservice.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,923
Returns3,090
Stub 2
AGI91,128
Returns2,460
Stub 3
AGI128,035
Returns2,070
Soi Zip Total Business Income
73,570
Soi Zip Total Cap Gains
116,955
Soi Zip Total Dividends
52,105
Soi Zip Total Returns
16,320
Top Owner CRD
2646049
Trust Company Affiliate
No

People (3)

3
BIRNIE, DOUGLAS, HART
IAR · Direct Owner · 87.5%
2646049
SEXTON, JAMES, ALBERT
IAR · Executive Officer · 2.5%
6238381
Paul Michael Bradley
IAR
6829668