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, owner-operated registered investment adviser that has been SEC registered since 2019. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges clients by percentage of assets under management and also offers hourly and fixed-fee engagements. Great Oak also operates as an insurance broker and lists accounting relationships among its professional affiliations. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$246M in ETFs
4%
$8.6M
97%
$237M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF (DFEM) | Dimensional | Active | Diversified Emerging Mkts | $44.8M | 1,113,735 | 18.24% |
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
- 105 R Depot St
- Time zone
- ET (UTC-5)
- Office locations
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