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Barry Philip Julien

OAKHURST CAPITAL ADVISORS, LLC·WASHINGTON, District of Columbia
Clean recordOAKHURST CAPITAL ADVISORS, LLC
3050 K ST NW, WASHINGTON, DC 20007CRD# 1955144Firm CRD# 311802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barry Philip Julien · WASHINGTON, DC
Registration
CRD #1955144 · OAKHURST CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Barry Philip Julien is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with OAKHURST CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OAKHURST CAPITAL ADVISORS, LLC
OAKHURST CAPITAL ADVISORS, LLC
AUM
$762M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OAKHURST CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1955144
Firm CRD# 311802
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Philip Julien offer?
Barry Philip Julien specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Barry Philip Julien's credentials?
Barry Philip Julien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Philip Julien located?
Barry Philip Julien is based in WASHINGTON, District of Columbia, working with OAKHURST CAPITAL ADVISORS, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Barry Philip Julien charge for services?
Barry Philip Julien's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKHURST CAPITAL ADVISORS, LLC?
OAKHURST CAPITAL ADVISORS, LLC has approximately 4 employees and manages $762M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKHURST CAPITAL ADVISORS, LLC

David Louis Littleton
WASHINGTON, DC

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