Gilbert, AZ S Gilbert Rd Office
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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
1094 S Gilbert Rd, Suite 201
Gilbert AZ 85296
Advisors at this office
3
Advisors at this office
Klaine D
Series 63, Series 65
Gilbert, AZ
Oasis Advisors
Klaine Doucette is a financial advisor at OASIS Advisors with 32 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth Management, CAPE Securities, Desert Peaks Financial Group, and Primerica Advisors. He is also involved in insurance sales, dedicating about 10% of his monthly time to this activity. OASIS Advisors provides portfolio management, financial planning, and pension consulting to individuals, corporations, and retirement plans. The firm employs a discretionary management style using fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment options including mutual funds, ETFs, private placements, and cryptocurrency.
Taylor T
Series 63, Series 65
Gilbert, AZ
Oasis Advisors
Taylor Thompson is a Vice President and Investment Adviser Representative at OASIS Advisors with 10 years of industry experience. He has previously worked at Terra Wealth Management and PFS Investments Inc. Thompson serves as CEO of AlphaBit Investments, LLC, which sponsors and manages an ETF, and is an insurance agent with Oasis Advisors Risk Management. He has also been a member of the United States Air Force reserves since 2016. 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 discretionary approach that incorporates fundamental analysis, modern portfolio theory, quantitative methods, and a long-term trading strategy.
Larry C
Series 63, Series 65
Gilbert, AZ
Oasis Advisors
Larry Celaya is a financial advisor at OASIS Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Terra Wealth Management, LLC, Arizona College Prep, and Primerica Advisors. Outside of his advisory role, he is involved in the sale of legal protection services through LegalShield. OASIS Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm uses a combination of fundamental, quantitative, and modern portfolio theory to construct long-term model allocations and offers ongoing portfolio management alongside financial planning and pension consulting.
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