Oakhurst Capital Advisors, LLC

Assets Under Management

$866.7M

Number of Clients

416

Number of Advisors

3

Average Client AUM

$2.1M

AUM per Advisor

$288.9M

Compensation

Fee-Only (AUM)

About This Firm

Oakhurst Capital Advisors delivers investment solutions through separately managed accounts, focusing on strong risk-adjusted returns via proprietary research. They manage investment products including corporate bonds, municipal bonds, and government securities, tailoring portfolios to client objectives, risk tolerance, and liquidity needs.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment Management
Loading...
Location

3050 K St Nw, Suite 201, Washington, DC, 20007

3 Advisors at this firm