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
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
OAK HILL WEALTH ADVISORS OAK HILL WEALTH ADVISORS

Identifiers

SEC RIA File Number 801-123308
SEC ERA File Number 801-123308
SEC CIK Numbers 1964849
SEC CRD Numbers 318606
Legal Entity Identifier None

Principal Office

19415 DEERFIELD AVE
SUITE 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
(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
(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

105020222023202420255 on 1/25/20225 on 6/22/20225 on 7/22/20225 on 9/8/20227 on 3/3/20237 on 4/13/20237 on 7/11/20239 on 3/25/2024

RAUM, Historic

600M300M020222023202420250 on 1/25/2022497017426 on 6/22/2022497017426 on 7/22/2022497017426 on 9/8/2022485503890 on 3/3/2023485503890 on 4/13/2023485503890 on 7/11/2023542256555 on 3/25/2024

No. Clients, Historic

500250020222023202420250 on 1/25/2022336 on 6/22/2022336 on 7/22/2022336 on 9/8/2022363 on 3/3/2023363 on 4/13/2023363 on 7/11/2023414 on 3/25/2024

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