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OASIS ADVISORS
Legal name: OASIS ADVISORS, LLC
CRD 335555File 801-132394
APPROVED
Retail clients
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$277.7M
Below cohort median (national)
Discretionary AUM
$277.7M
Clients
5,051
5,052 accounts
Employees
27
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 11, 2025
- Principal office
- 136 S 4TH STREET, FOREST CITY, IA, 50436
- Phone
- 641-251-6001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $277.7M
- Discretionary AUM
- $277.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,052
- Non-discretionary accounts
- 0
- Total accounts
- 5,052
- AUM per client
- $55K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 63 | $4.3M |
| High net worth individuals | 27 | $4.6M |
| Pension and profit sharing plans | Fewer than 5 | $3.7M |
| Individuals (other than high net worth individuals) | 4,960 | $265.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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.