Oasis Advisors
Oasis Advisors is an SEC-registered mass-market adviser in Forest City, IA with $277.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Oasis Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335555, SEC 801-132394, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $277.7M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Forest City, IA
- Employees
- 27
- Clients
- 5,051
- CRD
- 335555
- Ownership
- OASIS CAPITAL HOLD CO; THOMPSON, TAYLOR, JESSE; May, James, David; DEWHURST, LLC; DIAMOND BROTHERS, LLC
How much AUM does Oasis Advisors have?
Oasis Advisors reported $277.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Oasis Advisors?
Disclosed owners and executives of Oasis Advisors include OASIS CAPITAL HOLD CO, THOMPSON, TAYLOR, JESSE, May, James, David, DEWHURST, LLC, DIAMOND BROTHERS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.