Be advised. This firm is no longer registered.

Oasis Capital Management LLC

Oasis Capital Management LLC (CRD# 131801) is a financial advisory firm headquartered in Park City, UT. They manage $31,302,508 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,203,943
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Oasis Capital Management LLC
No Advisor Found.
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