Oakbourne Advisors

RIASEC RegisteredEst. 2021

Total AUM

$348M

Discretionary

$348M

100% of AUM

Avg account

$325K

Accounts

1,072

Employees

10

Advisory reps

8

Firm details

Headquarters: Berkeley Heights, New Jersey
CRD number: 129112
Registered since: June 2, 2021
Website: www.oakbourne.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI69.92%
Individuals29.37%
Pension & Profit Sharing Plans0.57%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Oakbourne Advisors is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves both individual & family and institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines a percentage-of-AUM component with fixed fees. Oakbourne is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds68%
Exchange Traded Equities31%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Andrew Peters
Chief Executive OfficerCRD 5548991

Contacts

3 of 7

John Paoloni
PresidentCRD 1127270
Christopher Diederich
Partner/ Financial StrategistCRD 5669484
Christopher Griest
PartnerCRD 6094720

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 47

Active vs passive

$454M in ETFs

Passive

95%

$433M

Active

1%

$21.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF (AOA)	BlackRock	Passive	Global Allocation	$223M	2,194,162	49.03%

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Primary office

Berkeley Heights, NJ

Union

Location

Berkeley Heights, NJ

Headquartered in Berkeley Heights, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Union
Address: 200 Connell Dr
Time zone: ET (UTC-5)
Office locations

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