Oasis Advisors

Overview

Oasis Advisors is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm identifies itself as a capital allocator and serves a mix of individual/family and institutional clients. Its fee model combines percentage-of-AUM charges with fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. Oasis reports industry affiliations that include another investment adviser and an insurance company. The snapshot indicates the firm is not an active ESG investor. The firm’s internal classification flags it as an independent RIA and a capital allocator; those designations suggest it deploys capital across both public and private vehicles and works with external managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices