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Chief Investment Officer · Oasis Advisors

Taylor J. Thompson

CRD 6569907 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Oasis Advisors, an SEC-registered wealth manager based in Forest City, IA with $278 million in regulatory assets, lists Taylor J. Thompson on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Taylor at 1 other registered adviser.

Firms and roles

  • Oasis AdvisorsChief Investment OfficerWealth manager · Forest City, IA · $278M in regulatory assets
  • Alphabit Investments, LLCChief Executive OfficerAsset manager · Forest City, IA · $8M in regulatory assets

AtlasMembers

Taylor’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Taylor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.