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
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 is an independent, owner-operated limited liability company that focuses on serving individual and family clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Advisory services span comprehensive financial planning plus portfolio management for individuals, small businesses, pooled vehicles, and institutional or business clients; the firm also provides pension consulting. Oak & Reed does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.