Mount Juliet, TN 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
Mount Juliet TN
Advisors at this office
3
Advisors at this office
Rukmini S
Series 65, Series 63
Mount Juliet, TN
Oasis Advisors
Rukmini Sunkara is a financial advisor with Oasis Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her work history includes roles at Ernst & Young and Primerica, among others. She is also engaged in insurance sales and operates as a registered representative with Cape Securities Inc. and an investment adviser representative with Terra Wealth Management. Oasis Advisors offers 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 fundamental analysis, modern portfolio theory, and quantitative methods across a diverse range of investment instruments.
Seth K
Series 65, Series 63
Mount Juliet, TN
Oasis Advisors
Seth Kelley is a financial advisor at Oasis Advisors with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including PFS Investments Inc and Purshe Kaplan Sterling Investments. He also spends part of his time involved in insurance sales. Oasis Advisors provides 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 range of investment strategies and offers customizable fee arrangements and subscription-based planning services.
Narsing K
Series 63, Series 65
Mount Juliet, TN
Oasis Advisors
Narsing Kommireddi is a financial advisor at Oasis Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments and Terra Wealth Management. Kommireddi is also a licensed insurance professional. Oasis Advisors provides investment advisory services to individuals, high-net-worth clients, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, quantitative, and modern portfolio theory in constructing long-term model allocations and offers ongoing portfolio management along with financial planning and pension consulting.
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