Oaktree Advisors Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 386
- Avg AUM / client
- $733K
- Accounts
- 706
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 242 | $53.5M | 18.9% |
| High net worth individuals | 144 | $225M | 79.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.8M | 1.0% |
| Charitable organizations | Fewer than 5 clients | $592K | 0.21% |
| Corporations and other businesses | Fewer than 5 clients | $962K | 0.34% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Eichman | Principal/Cco | CFP | Jun 2013 (13y) | 75% or more |
| Louis Joseph Hershman | Registered representative | Oct 2013 (13y) | ||
| Benjamin Eichman | Registered representative | CFP | Jan 2016 (11y) | |
| Trudy Ann Fearon | Registered representative | Nov 2016 (10y) | ||
| George Paul Kurtz | Registered representative | Jul 2024 (2y) | ||
| John Pelcheck | Registered representative | CFP | Aug 2025 (1y) | |
| Daniel Edward Nemeth | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • TRUST SERVICES
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $283M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗