OAK HILL WEALTH ADVISORS, LLC
Adviser information for OAK HILL WEALTH ADVISORS, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 3 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,091 | $468.2M |
Non-Discretionary | 65 | $74.1M |
Total | 1,156 | $542.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 259 | $85.9M |
HNW Individuals | 155 | $450.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $5.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
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Compensation | % of AUMFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 542.3M |
Portfolio Manager to Program | Sponsor |
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OAK HILL WEALTH ADVISORS | OAK HILL WEALTH ADVISORS |
Principal Office
19415 DEERFIELD AVESUITE 203
LANSDOWNE
VA
United States
Monday - Friday, 9-5
Tel: 703-673-7034, Fax: 703-673-7035
Chief Compliance Officer
BONNY LYNN BROWN
19415 DEERFIELD AVENUE
SUITE 203
LANSDOWNE
VA
United States
Tel:
703-673-7034
Fax:
703-673-7035
B**********@************M
(Full email address available in API data)
Regulatory Contact
PATRICK LARKIN III
MANAGING MEMBER
19415 DEERFIELD AVENUE
SUITE 203
LANSDOWNE
VA
United States
Tel:
703-673-7034
P*************@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
LARKIN, PATRICK, WALLACE | Individual | – | MANAGING MEMBER | 01/2022 | > 75% |
BROWN, BONNY, LYNN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 378K | 4K | – |
ABBOTT LABS | COM | 2M | 15K | – |
ABBVIE INC | COM | 3M | 17K | – |
ADOBE INC | COM | 546K | 983 | – |
ADVANCED MICRO DEVICES INC | COM | 443K | 3K | – |
AFLAC INC | COM | 2M | 23K | – |
AIR PRODS & CHEMS INC | COM | 558K | 2K | – |
ALPHABET INC | CAP STK CL A | 7M | 38K | – |
ALPHABET INC | CAP STK CL C | 2M | 8K | – |
ALTRIA GROUP INC | COM | 1M | 33K | – |
AMAZON COM INC | COM | 9M | 45K | – |
AMER STATES WTR CO | COM | 203K | 3K | – |
AMERICAN ELEC PWR CO INC | COM | 252K | 3K | – |
AMERICAN TOWER CORP NEW | COM | 272K | 1K | – |
AMGEN INC | COM | 816K | 3K | – |
APPLE INC | COM | 12M | 59K | – |
AT&T INC | COM | 540K | 28K | – |
AUTOMATIC DATA PROCESSING IN | COM | 2M | 7K | – |
BANK AMERICA CORP | COM | 267K | 7K | – |
BECTON DICKINSON & CO | COM | 1M | 6K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 878K | 2K | – |
BLACKROCK INC | COM | 876K | 1K | – |
BLACKSTONE INC | COM | 369K | 3K | – |
BROADCOM INC | COM | 588K | 366 | – |
CATERPILLAR INC | COM | 561K | 2K | – |
CHEVRON CORP NEW | COM | 2M | 10K | – |
CISCO SYS INC | COM | 412K | 9K | – |
CITIGROUP INC | COM NEW | 475K | 7K | – |
COCA COLA CO | COM | 939K | 15K | – |
COSTCO WHSL CORP NEW | COM | 818K | 962 | – |
CSX CORP | COM | 220K | 7K | – |
CVS HEALTH CORP | COM | 340K | 6K | – |
DISNEY WALT CO | COM | 346K | 3K | – |
DOMINION ENERGY INC | COM | 443K | 9K | – |
DOVER CORP | COM | 271K | 2K | – |
DUKE ENERGY CORP NEW | COM NEW | 285K | 3K | – |
EATON CORP PLC | SHS | 408K | 1K | – |
ELI LILLY & CO | COM | 2M | 3K | – |
EMERSON ELEC CO | COM | 577K | 5K | – |
EXXON MOBIL CORP | COM | 3M | 23K | – |
GALLAGHER ARTHUR J & CO | COM | 301K | 1K | – |
GE AEROSPACE | COM NEW | 278K | 2K | – |
GENERAL MLS INC | COM | 387K | 6K | – |
GOLDMAN SACHS GROUP INC | COM | 226K | 500 | – |
HALOZYME THERAPEUTICS INC | COM | 565K | 11K | – |
HANESBRANDS INC | COM | 64K | 13K | – |
HOME DEPOT INC | COM | 270K | 783 | – |
HONEYWELL INTL INC | COM | 215K | 1K | – |
HORMEL FOODS CORP | COM | 518K | 17K | – |
INTEL CORP | COM | 250K | 8K | – |
INTERNATIONAL BUSINESS MACHS | COM | 468K | 3K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 634K | 17K | – |
ISHARES INC | CORE MSCI EMKT | 209K | 4K | – |
ISHARES TR | CORE S&P500 ETF | 288K | 526 | – |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 385K | 8K | – |
JOHNSON & JOHNSON | COM | 3M | 17K | – |
JPMORGAN CHASE & CO. | COM | 2M | 11K | – |
KIMBERLY-CLARK CORP | COM | 201K | 1K | – |
L3HARRIS TECHNOLOGIES INC | COM | 1M | 5K | – |
LOWES COS INC | COM | 314K | 1K | – |
MCDONALDS CORP | COM | 573K | 2K | – |
MERCK & CO INC | COM | 224K | 2K | – |
MICROCHIP TECHNOLOGY INC. | COM | 223K | 2K | – |
MICROSOFT CORP | COM | 10M | 23K | – |
NEXTERA ENERGY INC | COM | 435K | 6K | – |
NORFOLK SOUTHN CORP | COM | 894K | 4K | – |
NVIDIA CORPORATION | COM | 2M | 16K | – |
PEPSICO INC | COM | 829K | 5K | – |
PFIZER INC | COM | 352K | 13K | – |
PHILIP MORRIS INTL INC | COM | 754K | 7K | – |
PHILLIPS 66 | COM | 1M | 8K | – |
PRICE T ROWE GROUP INC | COM | 208K | 2K | – |
PROCTER AND GAMBLE CO | COM | 6M | 35K | – |
QUALCOMM INC | COM | 742K | 4K | – |
REALTY INCOME CORP | COM | 749K | 14K | – |
RPM INTL INC | COM | 280K | 3K | – |
RTX CORPORATION | COM | 493K | 5K | – |
SALESFORCE INC | COM | 255K | 992 | – |
SOUTHERN CO | COM | 293K | 4K | – |
STARBUCKS CORP | COM | 1M | 14K | – |
SYSCO CORP | COM | 211K | 3K | – |
TARGET CORP | COM | 379K | 3K | – |
THOMSON REUTERS CORP. | COM | 297K | 2K | – |
UNITEDHEALTH GROUP INC | COM | 1M | 3K | – |
VANGUARD BD INDEX FDS | INTERMED TERM | 231K | 3K | – |
VANGUARD BD INDEX FDS | LONG TERM BOND | 204K | 3K | – |
VANGUARD BD INDEX FDS | SHORT TRM BOND | 476K | 6K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1M | 15K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 2M | 47K | – |
VANGUARD INDEX FDS | EXTEND MKT ETF | 5M | 30K | – |
VANGUARD INDEX FDS | GROWTH ETF | 3M | 9K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 59M | 237K | – |
VANGUARD INDEX FDS | MID CAP ETF | 40M | 166K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 492K | 983 | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 619K | 3K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 13M | 61K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 2M | 9K | – |
VANGUARD INDEX FDS | VALUE ETF | 6M | 35K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 8M | 186K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 2M | 35K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 3M | 34K | – |
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 490K | 8K | – |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 226K | 5K | – |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 270K | 5K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 36M | 196K | – |
VANGUARD STAR FDS | VG TL INTL STK F | 636K | 11K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 5M | 94K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 22M | 182K | – |
VANGUARD WHITEHALL FDS | INTL DVD ETF | 8M | 98K | – |
VANGUARD WHITEHALL FDS | INTL HIGH ETF | 8M | 111K | – |
VANGUARD WORLD FD | FINANCIALS ETF | 455K | 5K | – |
VANGUARD WORLD FD | HEALTH CAR ETF | 244K | 919 | – |
VERIZON COMMUNICATIONS INC | COM | 636K | 15K | – |
WALMART INC | COM | 512K | 8K | – |