Barry Julien is a CFA-designated registered investment advisor at Oakhurst Capital Advisors, LLC, based in Washington, DC, with 20 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OCA's fees for directly managed separately managed portfolios range from 0.10% - 1.00% of assets under management, determined by strategy, mix of equity and fixed income, minimum investment, level of service and overall relationship with OCA. OCA does not generally manage accounts directly.
Location
3050 K. St Nw, Suite 201, Washington, DC, 20007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oakhurst Capital Advisors, LLC
F/m Investments LLC
Previous Registrations
Lido
First Western Capital Management Company
First Western Investment Management, INC.
Stonebridge Capital Management INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.