Oakhurst Capital Advisors (OCA) offers investment management services through separately managed accounts. OCA manages investment products including corporate bonds, municipal bonds, cash instruments, mortgage-backed securities, asset-backed securities, and government securities. OCA creates and manages portfolios based on clients' individual needs, objectives, time horizons, risk tolerance, and liquidity needs.
Assets Under Management$79M
Clients7
Advisors3
Avg. per Client$11M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
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.
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