OAK & REED CAPITAL MANAGEMENT, LLC

RIASEC Registered

Total AUM

$19M

Discretionary

$17M

89% of AUM

Avg account

$487K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Brooklynn, New York
CRD number: 158867
Website: www.oakreed.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.63%
Individuals23.68%
Pension & Profit Sharing Plans13.16%
Corporations / Businesses10.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Oak & Reed Capital Management, LLC operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to individuals and families. The firm emphasizes personalized financial planning and portfolio management tailored to the unique needs of its clients. Oak & Reed Capital Management is structured as a limited liability company and is owned by an individual. The firm does not engage in capital allocation or serve as a pension consultant, highlighting its focus on direct client advisory services.