OAC Capital Advisors LLC
SEC RegisteredWe harness the power of proven experience
About the firm
Building on decades of institutional excellence and multi-generational trust, OAC transforms complex financial challenges into lasting family wealth solutions. The firm's founders previously worked at leading global institutions, and one founder was president of a pioneering multi-family office serving international clients from Florida and the Cayman Islands.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Client relationship management and guidance through complex financial decisions, with expertise developed from institutional and multi-family office backgrounds
Who they serve
Multi-generational families, including second and third generation clients, as well as international clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $1.7M |
| High Net Worth Individuals | 6 | $14M |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAC Capital Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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