Oak Street Advisors

EST. AUM
$126,212,626

CONTACTS

CLIENT ACCOUNTS
547

Firm Details

Metro area Charleston, SC
CRD Number 139400
Website oakadvisors.com
Client types

Overview

Oak Street Advisors is a fee-only, independent Registered Investment Advisor (RIA) headquartered in South Carolina, with offices in Myrtle Beach and Mount Pleasant, that provides financial planning and discretionary investment management services to individuals, families, and small businesses. Founded in 2005, the firm was established to offer transparent, client-first advisory services without commissions or product sales conflicts, emphasizing fiduciary responsibility and long-term financial outcomes. Its approach centers on integrating investment management with tax-efficient planning and retirement strategy, constructing portfolios aligned with each client’s goals, risk tolerance, and time horizon. The firm serves clients with more complex financial situations and typically works with households seeking ongoing, relationship-driven advisory services rather than one-time planning engagements

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oak Street Advisors

Platform Details

Investment Preferences

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