OAK STREET ADVISORS

Legal name: OAK STREET ADVISORS INC

CRD 139400File 801-135703

APPROVED

Retail clients

Custody

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$126.2M

Bottom 25% of cohort (national)

Discretionary AUM

$125.1M

Non-discretionary $1.1M

Clients

159

547 accounts

Employees

Bottom 25% of cohort in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Mar 30, 2026
Principal office: 4420 OLEANDER DRIVE, SUITE 202, MYRTLE BEACH, SC, 29577
Phone: 843-946-9868
Website: HTTPS://WWW.OAKADVISORS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $126.2M
Discretionary AUM: $125.1M
Non-discretionary AUM: $1.1M
Discretionary accounts: 543
Non-discretionary accounts: 4
Total accounts: 547
AUM per client: $794K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$534K
High net worth individuals	40	$85.8M
Pension and profit sharing plans	Fewer than 5	$706K
Individuals (other than high net worth individuals)	115	$39.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.