Oakfort Wealth Partners

Overview

Oakfort Wealth Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and describes itself as a capital allocator — directing client capital to outside managers when appropriate. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Services extend beyond investment management to financial planning and a range of advisory activities: portfolio management for individuals, small businesses, pooled investment vehicles and institutions, pension consulting, selection of third-party advisers, and educational seminars. The firm also performs non-advisory business activities tied to insurance brokerage, accounting, and other financial product sales. Oakfort does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives