# Anita Bustos

> Anita Bustos is a fee-only financial advisor at OAC Capital Advisors in Cumming, Georgia. Anita focuses on cross-border (US / Canada), family wealth transfer and estate & legacy planning. OAC Capital Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anita-bustos/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** OAC Capital Advisors
- **Based in:** Cumming, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $212.0M across 64 accounts
- **Specialties:** Cross-border (US / Canada), Family wealth transfer, Estate & legacy planning, Retirement planning
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 4314853 (https://adviserinfo.sec.gov/individual/summary/4314853)
- **SEC registration:** Investment adviser representative in FL, GA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.oacadvisors.com/about/team/

## Frequently asked questions

### Is Anita Bustos a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anita holds no broker registration, and OAC Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anita charge for financial advice?

Anita's firm, OAC Capital Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Anita Bustos based?

Anita Bustos is based in Cumming, Georgia.

### What does Anita specialize in?

Anita's specialties include cross-border (US / Canada), family wealth transfer, estate & legacy planning and retirement planning. Anita works with multi-generational families and ultra high net worth.

### Is Anita Bustos registered with the SEC?

Yes. Anita Bustos is registered as an investment adviser representative in FL and GA (CRD 4314853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OAC Capital Advisors manage?

OAC Capital Advisors reports $212.0M across 64 accounts in assets under management.

### How do I contact Anita Bustos?

Through Anita's website, www.oacadvisors.com/about/team.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4314853): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.oacadvisors.com/about/team/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.