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Oakhurst Capital Advisors, LLC

● SEC registered since 2020CRD 311802SEC# 801-120027Washington, DC
Export (members)
Reg. AUM
$5.7M
Employees
3
Accounts
5
Location
Washington, DC

Oakhurst Capital Advisors, LLC assets under management

Oakhurst Capital Advisors, LLC operates as an SEC-registered investment adviser based in Washington, DC. The firm has been registered since 2020. It reports $5.7 million in regulatory assets under management and employs 3 people.

Oakhurst Capital Advisors, LLC owners & executives

12 reported
NameTitleOwnershipSince
Alexander Robert Morris ControlPresident / Chief Executive OfficerUnder 5%2020
Alison Hope Miller ControlChief Compliance OfficerUnder 5%2025
F/M Investments Llc ControlOwnerOver 75%2025
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Frequently asked questions

How much does Oakhurst Capital Advisors, LLC manage?

Oakhurst Capital Advisors, LLC reports $5.7 million in regulatory assets under management on its Form ADV.

How many employees does Oakhurst Capital Advisors, LLC have?

Oakhurst Capital Advisors, LLC reports 3 employees.

Where is Oakhurst Capital Advisors, LLC located?

Oakhurst Capital Advisors, LLC is based in Washington, DC and has been SEC-registered since 2020.

Does Oakhurst Capital Advisors, LLC disclose fund performance?

Oakhurst Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3050 K St NW, Suite 201, Washington, DC 20007
Phone202-839-4910
Office hours9:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$5.7M▼ 99%
Mar '25 — $866.7MApr '25 — $866.7MMay '25 — $866.7MJun '25 — $866.7MJul '25 — $866.7MAug '25 — $866.7MSep '25 — $866.7MOct '25 — $866.7MNov '25 — $78.6MDec '25 — $78.6MJan '26 — $78.6MFeb '26 — $78.6MMar '26 — $5.7MApr '26 — $5.7MMay '26 — $5.7MJun '26 — $5.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$5.7Mregulatory AUM
Discretionary $0Non-discretionary $5.7M