Anita Bustos
OAC Capital Advisors · Cumming, Georgia
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.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
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 | $212.0M across 64 accounts |
| SEC registration | Investment adviser representative in FL, GA · CRD 4314853 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.oacadvisors.com/about/team |
| Profile |
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Questions about Anita
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- OAC Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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