OAK MAPLE FINANCE, LLC

Overview

Oak Maple Finance, LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and families. The firm offers a mix of fee arrangements — percentage of AUM, hourly, and fixed fees — and supplements advisory work with educational seminars and workshops. Filings identify the firm as an active ESG investor, indicating environmental, social and governance criteria are integrated into its selection process and manager evaluation. Investment implementation centers on public funds and mutual funds, with discretionary management across client relationships. The firm’s practice appears oriented toward personalized planning and portfolio construction for a compact client base rather than large institutional mandates. Given the emphasis on financial planning and smaller client count, Oak Maple Finance is likely to use model portfolios and separately managed accounts where appropriate, while relying heavily on pooled vehicles for core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices