OASIS ADVISORS, LLC

CRD

335555

SEC file #

801-132394

EIN

333824658

DBA names

Oasis Advisors

Economics

AUM

$277.7M

AUM band

$100M-$500M

AUM trajectory

'25 · $239.3M

'26 · $277.7M

'25'26

$239.3M → $277.7M▲ +16%

sec adv history

Client mix

Individuals Other	4,960
Corporations	63
Individuals High Net Worth	27
Pension Profit Sharing Plans	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 21 advisors

'26 · 21 advisors

'25'26

21 advisors → 21 advisors▬ 0%

sec adv history

Primary office

FOREST CITY IA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/23/2026

instagram.com/oasis_advisor(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

OASIS CAPITAL HOLD CO

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

OASIS CAPITAL HOLD CO

DEWHURST, BRYAN, MATTHEW

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

fallback_guess:oasis.com

rdap

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002124777

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-04-07

Edgar Last Filing Date

2026-05-05

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-05

Accession0002085853-26-000560

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2087

Soi Zip Pct 200k Plus

0.0433

Soi Zip Returns 200k Plus

110

Soi Zip Total AGI

192,391

Fdic Zip Total Deposits

5,518,455,000

Fdic Zip Branch Count

Fdic Zip Top Banks

Manufacturers Bank & Trust Company

Titonka Savings Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (21)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

136 S 4TH STFOREST CITY, IA 50436

Business

136 S 4TH STFOREST CITY, IA 50436

Edgar EIN

333824658

Edgar Recent Filings

13F-HR2026-05-05 · 0002085853-26-000560

13F-HR2026-04-07 · 0002085853-26-000299

Fdic Zip Branches Raw

Manufacturers Bank & Trust CompanyForest City, IA

Titonka Savings BankForest City, IA

Fdic Zip HHI

5127.45

Fdic Zip Top Bank Share Pct

68.36

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	7,755
Returns	610

Stub 2

AGI	25,722
Returns	680

Stub 3

AGI	24,976
Returns	410

Soi Zip Total Business Income

2,925

Soi Zip Total Cap Gains

7,497

Soi Zip Total Dividends

3,903

Soi Zip Total Returns

2,540

Trust Company Affiliate