OAKLEY CAPITAL GROUP

Overview

Oakley Capital Group operates as a small, sole‑proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm runs a percentage‑of‑AUM fee model and reports a clear equity preference: its public markets exposure is concentrated in exchange‑traded equities. It does not identify as an active ESG investor, and its regulatory filing indicates it manages relationships on a non‑discretionary basis. Investment activity centers on liquid equity exposure for core portfolios, supplemented by targeted allocations to fixed income and external alternative strategies. The adviser’s classification and reporting suggest a boutique structure: an individually owned practice that allocates client capital through traded securities and selected third‑party funds rather than through proprietary products or direct private investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices