OAK CREST ADVISORY, LLC

Overview

Oak Crest Advisory, LLC is an independent registered investment adviser that provides fee-based portfolio management and financial planning primarily to individuals, families and smaller institutional clients. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment activity is centered on public funds and mutual funds for core portfolio construction, with a complementary allocation to third‑party alternative managers for non‑core diversification. The firm charges a mix of percentage-of-AUM fees and fixed fees, which aligns with a hybrid advisory model that combines ongoing portfolio management with project-based planning engagements. Oak Crest Advisory does not position itself as an active ESG investor and is not a multi-state adviser. Its SEC registration dates to 2022, placing it among newer SEC-registered RIAs that rely on wrap-style managed solutions and outsourced alternative exposure rather than running large in‑house trading operations.

Assets & Accounts

Investments & Alternatives

Location & Offices