Oak Street Advisors

Oak Street Advisors provides financial planning and fee-only investment advisory services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and employer retirement plans, with an emphasis on retirement planning. The brochure notes the firm manages roughly $126 million in client assets and derives the large majority of its revenue from discretionary portfolio management.

The firm emphasizes customized portfolios implemented within a common investment philosophy, employing a core ETF strategy alongside dividend‑income and concentrated growth options and maintaining a flexible asset allocation that can shift to short‑term cash when market conditions warrant. Oak Street Advisors uses third‑party research, custodial resources and proprietary techniques for security selection and conducts frequent monitoring and reviews, operating with discretionary trading authority under client investment plans.

Distinctive elements called out in the brochure include a recent SEC registration effective March 30, 2026 and a 2025 consolidation of ownership with the firm’s principal also serving in chief investment and compliance roles. The firm also provides retirement‑plan participant education and distributes quarterly electronic newsletters to plan participants — a client communication practice the brochure highlights that is relatively uncommon among similarly supported firms.