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OARS CAPITAL
Legal name: RED WAVE INVESTMENTS LLC
CRD 153198File 801-119079
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$397.7M
Below cohort median (national)
Discretionary AUM
$397.7M
Clients
158
711 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 21, 2020
- Principal office
- 6 NORTH BALTIMORE STREET, SUITE 3, DILLSBURG, PA, 17019
- Phone
- 717.601.0651
- Website
- http://www.oarscapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $397.7M
- Discretionary AUM
- $397.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 711
- Non-discretionary accounts
- 0
- Total accounts
- 711
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $320.4M |
| Individuals (other than high net worth individuals) | 94 | $77.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This 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.