Christopher Matthew Hurst
Advisor at Oak Mountain Advisors — Chicago, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®, Series 66
Experience Industry experience
15 years
Location
Chicago, IL 60611
Oak Mountain Advisors
Supported
Total advisors
2Clients per advisor
5 Very LowAvg AUM per client
$3,558,650 Very HighHNW client ratio
100% Very HighChristopher Hurst is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Oak Mountain Advisors LLC since 2012, working as one of two advisors at the firm based in Chicago, IL. Oak Mountain Advisors serves high-net-worth and individual clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs a value-conscious, research-driven investment approach focused on economic fundamentals and company analysis, managing portfolios on a discretionary basis with attention to tax implications and detailed governance practices.
Based on Oak Mountain Advisors
$0+: 0.833% per month (equivalent to 10% annually) for Fund investors $0+: Negotiable monthly management fee based on percentage of assets under management for separately managed accounts
20% incentive allocation on net profits allocated to each Fund investor's capital account, subject to high-water mark.
Account minimum: $500,000 Fee-only: Management fees based on assets under management; negotiable for separately managed accounts; research service fees charged monthly based on engagement scope and scale.
Chicago, IL
737 N Michigan Avenue, Suite 1570
Chicago IL 60611
Advisors at this office
2
Illinois
15 years of industry experience
Oak Mountain Advisors LLC
2012 - Present • 14 years
Chicago, IL
Dune Capital
2005 - 2005 • 1 year
Chesterton, IN
Neuberger Berman BD LLC
2002 - 2004 • 2 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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