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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

OAK HILL WEALTH ADVISORS, LLC

CRD 318606

LANSDOWNE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59b0abf2-348a-ab56-91e3-a5141ef92548

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 14
On other graphs: 0
Observed: Jan 25, 2022 to Mar 26, 2025
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $603MItem 5.F on the latest filing (2025-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $554M
Private client RAUM: $597MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,191
Individual clients: 270
High net worth clients: 164
Custody, client assets: $85.7M
SEC number: 801-123308
CRD: 318606
Filings on the tape: 11
First filed: Jan 25, 2022
Latest filed: Mar 26, 2025
Organised: Limited Liability Company, VA
Website: oakhillwa.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRIST, NEIL, LAMBDIN	CHIEF COMPLIANCE OFFICER	Na	yes	11/2024	Nov 15, 2024	Nov 15, 2024
LARKIN, PATRICK, WALLACE	MANAGING MEMBER	E	yes	01/2022	Jan 25, 2022	Nov 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2024	Mar 26, 2025	$603M	$554M	10	5	n/a	n/a
2023	Mar 25, 2024	$542M	$468M	9	5	n/a	n/a
2022	Mar 3, 2023	$486M	$404M	7	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	2	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$603M	$542M	11.2%	n/a	n/a	10	9	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CERITY PARTNERS LLC	5	Oct 2, 2025	Oct 1, 2025	LANSDOWNE, VA	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	3	May 23, 2022	May 28, 2022	LEESBURG, VA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (6)

← Eric Monroe HiattAdvisorregistration: previous registration
Feb 24, 2023 to Oct 3, 2025factForm ADV
← PATRICK WALLACE LARKINAdvisorregistration: previous registration
May 9, 2022 to Oct 2, 2025factForm ADV
← BRIANNA MARIA BUCKLEYAdvisorregistration: previous registration
Nov 16, 2023 to Oct 2, 2025factForm ADV
← ANGELA MARIE LARKINAdvisorregistration: previous registration
May 9, 2022 to Oct 2, 2025factForm ADV
← Brandon Jeromy GromadzkiAdvisorregistration: previous registration
Aug 20, 2024 to Oct 2, 2025factForm ADV
← BONNY LYNN BROWNAdvisorregistration: previous registration
Mar 25, 2024 to Oct 28, 2024factForm ADV

Moved with (2)

→ CERITY PARTNERS LLCRegistered adviser5 advisors, firm absorbed
Oct 2, 2025 to Oct 1, 2025factForm ADV
← WELLS FARGO ADVISORSRegistered adviser3 advisors, team lift out, same day
May 23, 2022 to May 28, 2022factForm ADV

Controls (2)

← LARKIN, PATRICK, WALLACEOwnerMANAGING MEMBER, ownership code E, individual
Jan 25, 2022 to Nov 15, 2024factForm ADV
← CHRIST, NEIL, LAMBDINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 15, 2024 to Nov 15, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 3, 2025
Advisor changed firm
Eric Monroe Hiatt left Oak Hill Wealth Advisors, Llc for Cerity Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2025
Firm absorbed
Oak Hill Wealth Advisors, LLC's advisors moved to Cerity Partners LLC (Lansdowne, VA): 5 of 5 registered, a day apart
Form ADVobserved 6 days ago
5 advisors
Occurred
Oct 2, 2025
Advisor changed firm
Patrick Wallace Larkin left Oak Hill Wealth Advisors, Llc for Cerity Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2025
Advisor changed firm
Brianna Maria Buckley left Oak Hill Wealth Advisors, Llc for Cerity Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2025
Advisor changed firm
Brandon Jeromy Gromadzki left Oak Hill Wealth Advisors, Llc for Cerity Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2025
Advisor changed firm
Angela Marie Larkin left Oak Hill Wealth Advisors, Llc for Cerity Partners Llc (registered 2025-10-01)
Form ADVobserved 6 days ago
Occurred
Nov 15, 2024
Control person joined
Lambdin Neil Christ (Chief Compliance Officer) appeared on Schedule A of Oak Hill Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Nov 15, 2024
Control person left
Lynn Bonny Brown (Chief Compliance Officer) no longer on Schedule A of Oak Hill Wealth Advisors, Llc (listed 2024-03-25, absent 2024-11-15)
Form ADVobserved 6 days ago
Occurred
Oct 28, 2024
Advisor changed firm
Bonny Lynn Brown left Oak Hill Wealth Advisors, Llc for Wells Fargo Advisors (registered 2025-07-29)
Form ADVobserved 6 days ago
Occurred
Mar 3, 2023
Control person joined
Bonny Brown (Chief Compliance Officer) appeared on Schedule A of Oak Hill Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 3, 2023
Control person left
Wayne Timothy Schmidt (Chief Compliance Officer) no longer on Schedule A of Oak Hill Wealth Advisors, Llc (listed 2022-09-08, absent 2023-03-03)
Form ADVobserved 6 days ago
Occurred
May 23, 2022
Team lift-out
3 advisors left Wells Fargo Advisors (Leesburg, VA) for Oak Hill Wealth Advisors, LLC on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Jan 25, 2022
First Form ADV filing
Oak Hill Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Oak Hill Wealth Advisors, Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $603.2M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59b0abf2-348a-ab56-91e3-a5141ef92548
First observed: Jan 25, 2022
Last observed: Mar 26, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OAK HILL WEALTH ADVISORS, LLC

CRD 318606

LANSDOWNE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59b0abf2-348a-ab56-91e3-a5141ef92548

Data as of Mar 26, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRIST, NEIL, LAMBDIN

CHIEF COMPLIANCE OFFICER

yes

11/2024

Nov 15, 2024

LARKIN, PATRICK, WALLACE

MANAGING MEMBER

yes

01/2022

Jan 25, 2022

Nov 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 26, 2025

$603M

$554M

n/a

2023

Mar 25, 2024

$542M

$468M

n/a

2022

Mar 3, 2023

$486M

$404M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$603M

$542M

11.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CERITY PARTNERS LLC

Oct 2, 2025

Oct 1, 2025

LANSDOWNE, VA

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

May 23, 2022

May 28, 2022

LEESBURG, VA

Team lift out

Wirehouse to new firm

0.0%