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OAKHURST CAPITAL ADVISORS, LLC
OAKHURST CAPITAL ADVISORS, LLC
WASHINGTON, District of Columbia
·
2 registered advisors
·
CRD# 311802
SEC# 801-120027
1
310-278-8232
01
Firm Overview
AUM
$762M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at OAKHURST CAPITAL ADVISORS, LLC
2 registered advisors
Barry Philip Julien
WASHINGTON, District of Columbia
CRD# 1955144
David Louis Littleton
WASHINGTON, District of Columbia
CRD# 5066624
05
Office Locations
WASHINGTON, District of Columbia
2 advisors
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Data sourced from SEC Form ADV filings. OAKHURST CAPITAL ADVISORS, LLC (CRD# 311802) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.