OAK GROVE CAPITAL, LLC
Firm details
- Headquarters
- ,
- CRD number
- 165465
- Registered since
- November 17, 2017
- Website
- oakgrovecapital.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.93%
- Corporations / Businesses5.9%
- Individuals1.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Oak Grove Capital, LLC is a privately owned limited liability company that has been SEC-registered since 2017. The firm acts as an investment adviser to both individual/family and institutional clients, providing portfolio management for individuals, small businesses, and businesses or institutions. Oak Grove charges fees as a percentage of assets under management and reports that it does not position itself as an ESG-focused or multi-state adviser. Its advisory activities are delivered through externally managed strategies rather than functioning as a capital allocator.
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 Equities53%
- Derivatives37%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents4%
Contacts
2 of 2Michael Merley
PartnerCRD 6865034
MARK VISNIC
Managing Principal and FounderCRD 4599450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$15.1M in ETFs
87%
$13.1M
14%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $5.6M | 94,900 | 36.73% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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