Barry Philip Julien

CFA

Oakhurst Capital Advisors, LLC

20 Years of Experience

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Areas of Practice

Investment Management

Oakhurst Capital Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

416 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$866.7M

Fee Structure

Financial Planning:Investment management only

Location

3050 K. St Nw, Suite 201, Washington, DC, 20007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Oakhurst Capital Advisors, LLC

January 2021 - Present · 5 yrs 1 mo

F/m Investments LLC

December 2020 - Present · 5 yrs 2 mos

Previous Registrations

Lido

January 2021 - April 2025 · 4 yrs 3 mos

First Western Capital Management Company

May 2010 - December 2020 · 10 yrs 7 mos

First Western Investment Management, INC.

September 2009 - May 2010 · 8 mos

Stonebridge Capital Management INC

March 2005 - August 2009 · 4 yrs 5 mos

State Registrations2 states

CADC

Advisor

Exams

No exam information available for this advisor.