Oak Springs Wealth Management, LLC

Overview

Oak Springs Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm acts as a capital allocator, blending discretionary portfolio management with financial planning and the selection of third‑party advisers. Its stated fee model combines asset-based fees with fixed fees, and the adviser does not position itself as an active ESG investor. Investment implementation leans toward liquid, exchange-traded instruments for core equity exposure while retaining the ability to allocate to third‑party alternative managers when appropriate. The firm provides portfolio management for individuals and small businesses and also performs selection and oversight of outside managers, indicating a hybrid model that mixes in-house discretionary management with outsourced expertise for specialized strategies. Oak Springs maintains an affiliation with an insurance company, which can influence product access or client solutions. The adviser is not registered as a multi-state adviser and is not newly formed.

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Location & Offices