OAK HILL WEALTH ADVISORS, LLC
Latest filing: Mar 26, 2025 (112 days ago)
AUM
$603,237,978
11% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
10
11% change vs. 1 year ago
100% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
LANSDOWNE, VA
19415 DEERFIELD AVE, LANSDOWNE, VA, UNITED STATES, 20176
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 270 | $0.1 |
| Average Individual AUM | $396,234 | |
| HNW | 164 | $0.5 |
| Average HNW AUM | $2,985,332 | |
| Retail Total | 434 | $0.6 |
| Average Retail AUM | $1,374,603 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | ST. LOUIS-MO-USA | $0.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.6 |
| Retail SMA AUM | $0.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 76% | $0.5 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 13% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY SCHMIDT | LANSDOWNE | VA | S66|2019-06-25 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIANNA BUCKLEY | LANSDOWNE | VA | S66|2015-02-27 | ||||||
| BONNY BROWN | LANSDOWNE | VA | S63|2001-10-09|S65|2011-09-28 | ||||||
| ERIC HIATT | LANSDOWNE | VA | S66|2018-04-12 | CERTIFIED FINANCIAL PLANNER | |||||
| PATRICK LARKIN | LANSDOWNE | VA | S66|2002-12-06 | CERTIFIED FINANCIAL PLANNER | |||||
| ANGELA LARKIN | LANSDOWNE | VA | S66|2020-07-27 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 10 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.1 | 11% | 9 | 1 | 11% |
| 2023-04-04 | $0.5 | $0.1 | 24% | 7 | 3 | 43% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 5 | 5 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, CA-09/08/2022, CO-06/22/2022, DC-06/22/2022, DE-06/22/2022, FL-06/22/2022, MD-06/22/2022, MI-03/25/2024, NC-09/08/2022, NH-07/11/2023, NJ-07/11/2023, NM-09/08/2022, PA-06/22/2022, SC-06/22/2022, TX-06/22/2022, VA-02/24/2022, WV-06/22/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV