DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Oak Street Advisors
Legal name Oak Street Advisors Inc
Latest filing May 14, 2026
First filing on the tape Mar 31, 2026 · 3 filings
SEC status approved since Mar 30, 2026
RAUM
$126M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$125M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$63.1M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$126M as of May 14, 2026
Mar 31, 2026$126M then
HNW client RAUM$85.8M as of May 14, 2026
Mar 31, 2026$85.8M then
State-registered IARs (5.B.3)2 as of May 14, 2026
Mar 31, 20262 then
Employees (5.A)2 as of May 14, 2026
Mar 31, 20262 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of May 14, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $63.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $230,736derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, publicationsreportedItem 5.G
- Custody
- $54.8M, 120 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$85.8M68%
- Individuals$39.2M31%
- Pension and profit-sharing plans$705,9630.6%
- Corporations and businesses$534,2780.4%
- Individual clients
- 115reported
- HNW clients
- 40reported
- Pension plan clients
- 2reported
- Charitable clients
- 0reported
- Accounts
- 547reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $54.8M for 120 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ryan Kent Cooper | Myrtle Beach, Sc | Jul 26, 2022 | 10 y | 0 |
| Bryan Lee TaylorCertified Financial Planner | Myrtle Beach, Sc | Oct 30, 2024 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Bryan Taylor · President, Chief Investment Officer, Chief Compliance Officercontrolsince 05/2025 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Myrtle Beach, Sc · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing May 14, 2026custody of client assets (Item 9.A): no on the filing of 2026-04-28, yes on the filing of 2026-05-14peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Assets in custody · unset to 54786414.0Apr 28, 2026 to May 14, 2026
- Custody of client assets · false to trueApr 28, 2026 to May 14, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@oakadvisors.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 843-946-9868reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 843-901-7778reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- OAKADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 843-946-9868reportedpublic record, Form ADV, May 14, 2026
- Contact form
- oakadvisors.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $63.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026