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 SEC-registered investment adviser organized as a limited liability company and registered in 2017. The firm manages assets for both individual and family clients as well as institutional and business clients, charging fees as a percentage of assets under management. Its stated advisory activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Oak reports it is not an active ESG investor.
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%
Contacts
3 of 4
Thomas Robertson
Managing PartnerCRD 2787862
Janet Robinson
CCO, Managing MemberCRD 1260217
Jack Noe
Managing PartnerCRD 1226622
Wealth 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%
$585K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF (DGRO) | BlackRock | Passive | Large Value | $3.5M | 46,162 | 36.46% |
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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