Oak Financial Group Inc

RIASEC RegisteredEst. 1992

Total AUM

$177M

Discretionary

$175M

99% of AUM

Avg account

$1.3M

Accounts

138

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 106293
Registered since: March 6, 1992
Website: oakfingroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.29%
Individuals21.93%
Pension & Profit Sharing Plans4.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Oak Financial Group Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC since 1992. The firm is owned by an individual and serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and investor education such as newsletters and workshops. Fee arrangements include both percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor.