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Oasis Advisors, LLC

● SEC registered since 2025CRD 335555SEC# 801-132394Forest City, IA
Export (members)
Reg. AUM
$277.7M
Employees
27
Accounts
5,052
Location
Forest City, IA

Oasis Advisors, LLC assets under management

Oasis Advisors, LLC is a registered investment adviser overseen by the SEC based in Forest City, IA. The firm has been registered since 2025. It reports $277.7 million in regulatory assets under management and employs 27 people.

Oasis Advisors, LLC owners & executives

23 reported
NameTitleOwnershipSince
Amglobe Partners, LLCConsultantUnder 5%2026
Bryan Matthew Dewhurst ControlPresidentUnder 5%2025
James David MayChief Compliance OfficerUnder 5%2026
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Frequently asked questions

How much does Oasis Advisors, LLC manage?

Oasis Advisors, LLC reports $277.7 million in regulatory assets under management on its Form ADV.

How many employees does Oasis Advisors, LLC have?

Oasis Advisors, LLC reports 27 employees.

Where is Oasis Advisors, LLC located?

Oasis Advisors, LLC is based in Forest City, IA and has been SEC-registered since 2025.

Does Oasis Advisors, LLC disclose fund performance?

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

Contact & registration

Address136 S 4th Street, Forest City, IA 50436
Phone641-251-6001
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$277.7M▲ 16%
Oct '25 — $239.3MNov '25 — $239.3MDec '25 — $239.3MJan '26 — $239.3MFeb '26 — $239.3MMar '26 — $277.7MApr '26 — $277.7MMay '26 — $277.7MJun '26 — $277.7M
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers

Assets under management

$277.7Mregulatory AUM
Discretionary $277.7M