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Bank / Wealth / TrustRIA · CRD 311802SEC-Registered

Updated:

Oakhurst Capital Advisors

Oakhurst Capital Advisors is an SEC-registered investment adviser in WASHINGTON, DC, registered since 2020. The firm manages approximately $6 million in...

Overview

Oakhurst Capital Advisors is an SEC-registered investment adviser in WASHINGTON, DC, registered since 2020. The firm manages approximately $6 million in regulatory assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

Location

Region

North America

Country

United States

City

Washington

Corporate office

Washington, DC, United States

Frequently asked questions

Is Oakhurst affiliated with a bank or broker-dealer?

No. Oakhurst Capital Advisors is an independent registered investment adviser and is not a subsidiary of a bank holding company or affiliated with a broker-dealer. This independence means the firm has no internal investment-banking pipeline, no proprietary trading desk, and no in-house product distribution requirements — factors that distinguish its incentive structure from bank-affiliated trust companies and wirehouses.

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