Oak Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285091
- Website
- oakcapitaladvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.7%
- Individuals24.46%
- Pension & Profit Sharing Plans6.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oak Capital Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individual and family clients, providing financial planning and portfolio management services (including work with small-business owners). Its fee model combines AUM-based fees and fixed fees. According to disclosures the adviser does not position itself as a capital allocator, is not an active ESG investor, and does not present itself as a multi-state or pension consultant adviser.
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Brett Fellows
Founder and PresidentCRD 4955706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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