Oakley Financial LLC

Overview

Oakley Financial LLC is a small, fee-based advisory firm that serves individuals, families and some institutional clients. The firm operates primarily as a non-discretionary advisor and charges a percentage-of-AUM fee. Its advisory services include portfolio management for individuals and small businesses, pension consulting services and delivery of educational seminars and workshops. Oakley Financial is organized as a limited liability company and is not positioned as a capital allocator; its activity centers on recommending and implementing third‑party investment products rather than operating proprietary strategies. Investment posture is conservative in structure: the firm favors pooled public investment vehicles—chiefly mutual funds—and augments portfolios with allocations to real estate through external managers. The firm does not identify as an active ESG investor and reports a single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices