Oak Barrel Wealth Advisory Llc
- Regulatory AUM
- $354M
- Discretionary
- $354M
- Clients
- 215
- Avg AUM / client
- $1.6M
- Accounts
- 615
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 112 | $28.6M | 8.08% |
| High net worth individuals | 103 | $319M | 90.1% |
| Charitable organizations | Fewer than 5 clients | $6.4M | 1.8% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Hart Birnie | Founder And Managing Director | Oct 2024 (2y) | 75% or more | |
| James Albert Sexton | Director Of Financial Planning And Chief Compliance Officer | CFP | Oct 2024 (2y) | Less than 5% |
| Paul Michael Bradley | Registered representative | Nov 2024 (2y) |
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) | 01/22/2026 | 984 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $354M (100% of AUM) Jan 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: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗