GREAT OAK CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SOUTH EASTON, Massachusetts
- CRD number
- 281045
- Registered since
- May 24, 2019
- Website
- greatoakcp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.16%
- Individuals31.64%
- Pension & Profit Sharing Plans2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Great Oak Capital Partners, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2019. The firm serves individual and family clients and combines portfolio management with financial planning and pension consulting services; it also operates as an insurance broker. Fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. The firm reports that it is not an active ESG investor and it does not act as a capital allocator or run related advisory entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6John Cooney
AdvisorCRD 6747430
MARK MCAULEY
PresidentCRD 5977054
WILLIAM SYLVIA JR
Principal & PartnerCRD 5171182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$419M in ETFs
2%
$9.2M
98%
$409M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $92.7M | 1,432,301 | 22.14% |
Location
SOUTH EASTON, MA
BRISTOL
Location
SOUTH EASTON, MA
Headquartered in SOUTH EASTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BRISTOL
- Address
- 105R Depot St
- Time zone
- ET (UTC-5)
- Office locations
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