Oasis Advisors, Llc
- Regulatory AUM
- $278M
- Discretionary
- $278M
- Clients
- 5,051
- Avg AUM / client
- $55.0K
- Accounts
- 5,052
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,960 | $265M | 95.4% |
| High net worth individuals | 27 | $4.6M | 1.67% |
| Pension and profit sharing plans | 1 | $3.7M | 1.34% |
| Corporations and other businesses | 63 | $4.3M | 1.55% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Janelle Johnson Thompson | Registered representative | May 2025 (1y) | ||
| Brian Robert Eckert | Registered representative | May 2025 (1y) | ||
| William Mitchell Zerillo | Registered representative | May 2025 (1y) | ||
| Bryan Matthew Dewhurst | Registered representative | May 2025 (1y) | ||
| Ryan Biesinger Wall | Registered representative | May 2025 (1y) | ||
| Taylor Jesse Thompson | Registered representative | May 2025 (1y) | ||
| Timothy Andrew Thompson | Registered representative | May 2025 (1y) | ||
| Dustin Lee Wright | Registered representative | May 2025 (1y) | ||
| Karen L Dins | Registered representative | May 2025 (1y) | ||
| Klaine Michael Doucette | Registered representative | May 2025 (1y) | ||
| Korey John Doucette | Registered representative | May 2025 (1y) | ||
| Narsing Venkat Kommireddi | Registered representative | May 2025 (1y) | ||
| Rukmini Sunkara | Registered representative | May 2025 (1y) | ||
| William Carlisle Bone | Registered representative | May 2025 (1y) | ||
| Larry Alexander Celaya | Registered representative | May 2025 (1y) | ||
| Paul Richard Debuhr | Registered representative | May 2025 (1y) | ||
| Seth Thomas Kelley | Registered representative | Jun 2025 (1y) | ||
| Gregory Kent Diamond | Registered representative | Jun 2025 (1y) | ||
| Karter Michael Doucette | Registered representative | Jun 2025 (1y) | ||
| Marcus Joel White | Registered representative | Jun 2025 (1y) | ||
| Johannes Jacobus Shaw | Registered representative | Jun 2026 (0y) |
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) | 06/17/2026 | 1.03 MB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $278M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗