Oak Asset Management, LLC
Firm details
- Headquarters
- Westlake Village, California
- CRD number
- 287856
- Registered since
- April 18, 2017
- Website
- oakasset.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.14%
- Individuals9.93%
- Pension & Profit Sharing Plans1.85%
- Charitable Organizations0.04%
- Corporations / Businesses0.04%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Oak Asset Management, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC registered (registered in 2017) and manages fee-based relationships charged as a percentage of assets under management. Its client mix includes individuals and families as well as institutional and business clients. Advisory services identified include portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm is not flagged as an active ESG investor and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities71%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$9.6M in ETFs
94%
$9M
0%
$566K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $3.5M | 46,437 | 36.48% |
Location
Westlake Village, CA
Ventura
Location
Westlake Village, CA
Headquartered in Westlake Village, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 2535 Townsgate Rd
- Time zone
- PT (UTC-8)
- Office locations
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