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 is a diversified investment manager focused on strong risk-adjusted returns through proprietary research. They manage investment products including corporate bonds, municipal bonds, and government securities through separately managed accounts, tailoring portfolios to client objectives, risk tolerance, and liquidity needs.
Fee Structure
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
Location
3050 K St Nw, Suite 201, Washington, DC, 20007