Chong Han is a CFA-designated registered investment advisor at Oakhurst Capital Advisors, LLC, based in Washington, DC, with 3 years of industry experience. Chong 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.
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Current Registrations
F/m Investments LLC
Oakhurst Capital Advisors, LLC
State Registrations1 state
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