Oak Hill Wealth Advisors, LLC
CRD 318606SEC# 801-123308Lansdowne, VA
No longer SEC-registered. Oak Hill Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$603.2M
Employees
10
Accounts
1,191
Location
Lansdowne, VA
Oak Hill Wealth Advisors, LLC assets under management
Oak Hill Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Lansdowne, VA. It reports $603.2 million in regulatory assets under management and employs 10 people.
Oak Hill Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Neil Lambdin Christ Control | Chief Compliance Officer | Under 5% | 2024 |
| Patrick Wallace Larkin Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Oak Hill Wealth Advisors, LLC manage?
Oak Hill Wealth Advisors, LLC reports $603.2 million in regulatory assets under management on its Form ADV.
How many employees does Oak Hill Wealth Advisors, LLC have?
Oak Hill Wealth Advisors, LLC reports 10 employees.
Where is Oak Hill Wealth Advisors, LLC located?
Oak Hill Wealth Advisors, LLC is based in Lansdowne, VA.
Does Oak Hill Wealth Advisors, LLC disclose fund performance?
Oak Hill Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19415 Deerfield Ave, Suite 203, Lansdowne, VA 20176 |
| Office hours | 5-Sep |
| Discloses disciplinary history | No |
Regulatory AUM
$603.2M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$603.2Mregulatory AUM
Discretionary $553.8MNon-discretionary $49.4M