Disclosures
Oak Street Advisors is a fee-only, SEC-registered investment advisory firm. The documents below describe our services, fees, and how we protect your information. They are also available by request at (843) 946-9868 or through the SEC’s Investment Adviser Public Disclosure database.
- Form ADV Part 2A & Privacy Policy (PDF) — our services, fees, and business practices
- Form CRS — Client Relationship Summary (PDF) — a plain-language summary of our relationship with clients
- Privacy Policy — how we collect, use, and protect your personal information
