Oakbourne Advisors
Oakbourne Advisors is an SEC-registered mass-market adviser in Berkeley Heights, NJ with $347.9M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Oakbourne Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129112, SEC 801-121388, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $347.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Berkeley Heights, NJ
- Employees
- 10
- Clients
- 495
- CRD
- 129112
- Ownership
- PAOLONI, JOHN, KEITH; CASCD GROUP, LLC; PETERS, ANDREW, JAMESON; DIEDERICH, CHRISTOPHER, TYLER; O'BRIEN, SUSAN, LEE
How much AUM does Oakbourne Advisors have?
Oakbourne Advisors reported $347.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Oakbourne Advisors?
Disclosed owners and executives of Oakbourne Advisors include PAOLONI, JOHN, KEITH, CASCD GROUP, LLC, PETERS, ANDREW, JAMESON, DIEDERICH, CHRISTOPHER, TYLER, O'BRIEN, SUSAN, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.