DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
OAK BARREL WEALTH ADVISORY LLC, CRD 333693
RESTON, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D•••••• H••• B••••• | n/a | RESTON, VA | 1 | 31 | 5 | no |
| J•••• A••••• S••••• | Certified Financial Planner | RESTON, VA | 1 | 13 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• D••••••• H••• | FOUNDER AND MANAGING DIRECTOR | E | yes | 10/2024 | Oct 24, 2024 | Dec 10, 2024 |
| S•••••• J••••• A••••• | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | Na | yes | 10/2024 | Oct 24, 2024 | Dec 10, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| O•••••• W••••• A•••••••• L•• | n/a | Independent wealth | $124M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 22, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $354M | $268M | 32.1% | n/a | n/a | 3 | 3 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••• O•• W••••• M••••••••• | 3 | Dec 31, 2024 | Nov 25, 2024 | COLUMBIA, MD | Firm absorbed | RIA to new firm | 60.0% |
| no |
| P••• M•••••• B•••••• | n/a | RESTON, VA | Charlotte, NC | 1 | 10 | 2 | no |
| $354M |
| $354M |
| 3 |
| 3 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 5, 2025 | $268M | $268M | 3 | 3 | 1 | n/a | n/a |