Oak Street Advisors Inc
● SEC registered since 2026CRD 139400SEC# 801-135703Myrtle Beach, SC
Reg. AUM
$126.2M
Employees
2
Accounts
547
Location
Myrtle Beach, SC
Oak Street Advisors Inc assets under management
Oak Street Advisors Inc is an SEC-registered investment adviser based in Myrtle Beach, SC. The firm has been registered since 2026. It reports $126.2 million in regulatory assets under management and employs 2 people.
Oak Street Advisors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Lee Taylor Control | President, Chief Investment Officer, Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Oak Street Advisors Inc manage?
Oak Street Advisors Inc reports $126.2 million in regulatory assets under management on its Form ADV.
How many employees does Oak Street Advisors Inc have?
Oak Street Advisors Inc reports 2 employees.
Where is Oak Street Advisors Inc located?
Oak Street Advisors Inc is based in Myrtle Beach, SC and has been SEC-registered since 2026.
Does Oak Street Advisors Inc disclose fund performance?
Oak Street Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4420 Oleander Drive, Suite 202, Myrtle Beach, SC 29577 |
| Phone | 843-946-9868 |
| Office hours | 9a.m. To 5p.m. Et |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.2MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$126.2Mregulatory AUM
Discretionary $125.1MNon-discretionary $1.1M