Oak Family Advisors, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 141332
- Registered since
- July 11, 2016
- Website
- www.ofallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.05%
- Charitable Organizations7.41%
- Individuals3.22%
- Corporations / Businesses0.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oak Family Advisors, LLC is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm is SEC-registered (registration year 2016) and charges clients by percentage of assets under management and by fixed fees. Client coverage spans individual and family relationships as well as some institutional mandates. Oak Family’s stated investment preference is equities, and it does not identify 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 Equities47%
- Public Funds/Mutual Funds21%
- US Government Bonds13%
- Other6%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$111M in ETFs
94%
$104M
4%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $13.4M | 121,520 | 12.08% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 150 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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