Oak Brook Asset Management, Corporation

Overview

Oak Brook Asset Management, Corporation is an independent, corporation-structured RIA that serves a mix of individual, family and small institutional clients. The firm operates as a capital allocator with a clear tilt toward publicly traded equities; its filings show a strong preference for exchange-traded securities as the primary engine of client portfolios. Services center on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and selection of other advisers when clients require access to outside managers or specialist strategies. Fee arrangements are flexible: the firm charges a percentage of AUM and can also bill on an hourly or fixed-fee basis, which supports advisory work beyond pure asset management. Oak Brook Asset Management, Corporation is not an active ESG investor and is organized to manage a concentrated book of client relationships rather than a broad, multisite retail platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices