BJ
CFA

Barry Philip Julien

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
416 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$866.7M

Fee Structure

Financial Planning:Investment management only

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 Oakhurst Capital Advisors. Fees are prorated for periods less than a full billing cycle and adjusted to cover any additional contributions made during that period. The firm retains the discretion to negotiate alternative fees on a client-by-client basis.

Areas of Practice
Investment Management
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Advisor Information

Office location

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

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Oakhurst Capital Advisors, LLC
January 2021 - Present · 5 yrs
F/m Investments LLC
December 2020 - Present · 5 yrs 1 mo
Previous Registrations
Lido
January 2021 - April 2025 · 4 yrs 3 mos
First Western Capital Management Company
May 2010 - December 2020 · 10 yrs 7 mos
First Western Investment Management, INC.
September 2009 - May 2010 · 8 mos
Stonebridge Capital Management INC
March 2005 - August 2009 · 4 yrs 5 mos
State Registrations2 states
CADC
Advisor
Exams
No exam information available for this advisor.
Barry Philip Julien - Financial Advisor | AdvisorDiscover