Overview
Assets Under Management: $603 million
Headquarters: LANSDOWNE, VA
High-Net-Worth Clients: 164
Average Client Assets: $3 million
Frequently Asked Questions
OAK HILL WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318606), OAK HILL WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
OAK HILL WEALTH ADVISORS, LLC is headquartered in LANSDOWNE, VA.
OAK HILL WEALTH ADVISORS, LLC serves 164 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, OAK HILL WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
OAK HILL WEALTH ADVISORS, LLC manages $603 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, OAK HILL WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.16
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,191
Discretionary Accounts: 1,149
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 318606
Filing ID: 1942861
Last Filing Date: 2025-03-26 14:54:00
Website: https://oakhillwa.com