Oakley Capital Group

Overview

Oakley Capital Group operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm bills clients on a percentage-of-AUM basis and focuses its advisory work on portfolio management for individuals and small businesses. According to available filings, Oakley Capital Group is not a multi-state adviser, does not position itself as an active ESG investor, and is not structured as a capital allocator. The ownership is individual rather than corporate, and the adviser is organized to serve a relatively small pool of accounts. The firm reports its work largely in a non-discretionary capacity, which suggests clients retain decision authority while Oakley provides investment recommendations and portfolio management support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices