Forest City, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Oasis Advisors
Team
Firm-wide stats for Oasis Advisors
About
OASIS Advisors provides ongoing portfolio management, financial planning (including subscription planning), and pension consulting to individuals (including high-net-worth clients), corporations, and retirement plans. The firm manages about $278 million for roughly 4,987 clients through a team of 18 advisors and states it has no account minimum for its services.
The firm documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, using fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading approach. Portfolios may include traditional mutual funds, ETFs and fixed income as well as less common instruments for a multi-team firm — such as private placements, structured notes, and cryptocurrency — and OASIS may refer assets to third-party managers after conducting due diligence.
OASIS Advisors is a relatively new firm (formed in 2025) under OASIS Capital Hold Co. and is under common ownership with AlphaBit Investments, LLC, which sponsors an ETF; the brochure discloses this and other potential conflicts of interest, including fee-sharing arrangements with third-party advisers. Several investment adviser representatives are also registered broker‑dealer representatives and some operate through an affiliated insurance entity, and the firm allows customizable fee arrangements for very large accounts and offers subscription financial planning, all of which distinguish its business model from many peers.
Based on Oasis Advisors
Location
136 S 4th Street
Forest City IA 50436
Advisors at this office
4
Advisors at this office
Gregory D
Series 63, Series 65
Forest City, IA
Oasis Advisors
Gregory Diamond is a financial advisor with Oasis Advisors in Forest City, IA, holding Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Terra Wealth Management, Pfs Investments Inc, and Primerica Financial Services. He also works as an independent insurance agent on a part-time basis. Oasis Advisors offers portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a discretionary approach that incorporates fundamental analysis, modern portfolio theory, and a variety of investment instruments including private placements and cryptocurrency.
Bryan D
Series 66
Forest City, IA
Oasis Advisors
Bryan Dewhurst is a financial advisor at Oasis Advisors with 16 years of industry experience. He holds a Series 66 designation and has held roles at firms including Uncommon Wealth Partners, Terra Wealth Management, and Securities America Advisors. Dewhurst is also president, CIO, and CCO of AlphaBit Investments, LLC, which sponsors and manages an ETF. Oasis Advisors provides portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million for nearly 5,000 clients using a team-based approach and employs a range of investment strategies including fundamental analysis, quantitative methods, and long-term trading.
Andrew K
Series 65
Forest City, IA
Oasis Advisors
Andrew Kern is a financial advisor at OASIS Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at the University of Missouri and New Age Alpha LLC. OASIS Advisors offers portfolio management, financial planning, and pension consulting services to individuals, corporations, and retirement plans. The firm manages approximately $278 million using a range of investment strategies and instruments, including both traditional and alternative assets.
Johannes S
Series 65
Forest City, IA
Oasis Advisors
Johannes Shaw is a Series 65-licensed advisor at OASIS Advisors with one year of industry experience. Prior to joining OASIS Advisors, he worked at MBT Bank and held positions at Waldorf University and Grey College. OASIS Advisors is a team-based firm that provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm manages a diversified range of investments using fundamental analysis, modern portfolio theory, and quantitative methods, serving nearly 5,000 clients without account minimums.
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