Oak Summit Wealth Management, Inc.

Overview

Oak Summit Wealth Management, Inc. is an independent registered investment adviser that serves individual and family clients, and small-business owners. The firm’s primary services are comprehensive financial planning and discretionary portfolio management. Their stated investment preference is equities, and they manage portfolios mainly through exchange-traded vehicles and separately managed mandates rather than a heavy allocation to proprietary products. Fee arrangements include a percentage of assets under management and fixed fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and operates under a single-office model. Custody and execution are concentrated with one major custodian, which supports a model focused on liquid public markets with selected use of third-party alternative managers for diversification and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices