SourcingSourcing

OEW INVESTMENT ADVISORS LP

C35
CRD 338375·SEC 801-134553·AUSTIN, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OEW INVESTMENT ADVISORS LP
CRD
338375
SEC file #
801-134553
EIN
000000000
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
AUSTIN TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
oewadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARRIS, THOMAS, BRITTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HARRIS, THOMAS, BRITTON
OEW ADVISORS LLC
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
OEWADVISORS.COM
Rdap Domain Creation Date
2023-12-04T15:13:46Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
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
0002076095
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-07-11
Edgar Last Filing Date
2025-08-06
Edgar Form D Count
2
Edgar Form D Offerings
2025-08-062025-08-06 · 0002063407-25-000030
2025-07-112025-07-11 · 0002063407-25-000018

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Jpmorgan3
Edgar Addresses
Mailing
8708 S. CONGRESS AVENUESUITE E500-157AUSTIN, TX 78745
Business
C/O WALKERS CORPORATE LTD.190 ELGIN AVENUEGEORGE TOWN, KY1-9008Cayman Islands
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-08-06 · 0002063407-25-000030
D2025-07-11 · 0002063407-25-000018
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-04T15:13:46Z
Rdap Domain Last Changed
2025-12-05T16:53:50Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4379807
Trust Company Affiliate
No

People (2)

2
HARRIS, THOMAS, BRITTON
Direct Owner · 87.5%
4379807
SWEENEY, BRYAN, EDWARD
IAR · Executive Officer · 2.5%
4433473