Oak Barrel Wealth Advisory LLC
● SEC registered since 2024CRD 333693SEC# 801-131508Reston, VA
Reg. AUM
$353.7M
Employees
3
Accounts
615
Location
Reston, VA
Oak Barrel Wealth Advisory LLC assets under management
Oak Barrel Wealth Advisory LLC is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 2024. It reports $353.7 million in regulatory assets under management and employs 3 people.
Oak Barrel Wealth Advisory LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Hart Birnie Control | Founder And Managing Director | Over 75% | 2024 |
| James Albert Sexton Control | Director Of Financial Planning And Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Oak Barrel Wealth Advisory LLC manage?
Oak Barrel Wealth Advisory LLC reports $353.7 million in regulatory assets under management on its Form ADV.
How many employees does Oak Barrel Wealth Advisory LLC have?
Oak Barrel Wealth Advisory LLC reports 3 employees.
Where is Oak Barrel Wealth Advisory LLC located?
Oak Barrel Wealth Advisory LLC is based in Reston, VA and has been SEC-registered since 2024.
Does Oak Barrel Wealth Advisory LLC disclose fund performance?
Oak Barrel Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12030 Sunrise Valley Drive, Suite 325, Reston, VA 20191 |
| Phone | (571) 313-5125 |
| Fax | 5714492076 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$353.7M▲ 32%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$353.7Mregulatory AUM
Discretionary $353.7M