Overview
Assets Under Management: $348 million
Headquarters: BERKELEY HEIGHTS, NJ
High-Net-Worth Clients: 95
Average Client Assets: $2.6 million
Frequently Asked Questions
OAKBOURNE ADVISORS 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 #129112), OAKBOURNE ADVISORS is subject to fiduciary duty under federal law.
OAKBOURNE ADVISORS is headquartered in BERKELEY HEIGHTS, NJ.
OAKBOURNE ADVISORS serves 95 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, OAKBOURNE ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
OAKBOURNE ADVISORS manages $348 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, OAKBOURNE ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.92%
Average Client Assets: $2.6 million
Total Client Accounts: 1,072
Discretionary Accounts: 1,072
Regulatory Filings
CRD Number: 129112
Filing ID: 2079946
Last Filing Date: 2026-03-31 10:57:21