Oak Tree Advisory Services Inc

Overview

Oak Tree Advisory Services Inc. is an independent, SEC-registered registered investment adviser that has been operating since the mid-1980s. It is privately owned and positions itself as a small-capital allocator focused on individual and family clients. The firm combines traditional advisory work — financial planning, portfolio management for individuals and small businesses, periodic publishing, and selecting other advisers — with accounting-related business activities. Fees are charged on an hourly and other-fee basis rather than a purely assets-under-management percentage. The firm does not identify as an active ESG investor and does not report multi-state advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives