One Oak

RIASEC RegisteredEst. 2026

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$6.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 334282
Registered since: April 20, 2026
Custodians: MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI63.55%
Charitable Organizations36.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

One Oak is an independent registered investment adviser organized as an LLC that identifies itself as a capital allocator and serves both individual/family and institutional clients. The firm reports SEC registration in 2026 and is owned by an individual. Its fee model combines a percentage-of-assets-under-management approach with the option for hourly charges. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles and institutional/business mandates, third-party manager selection, and educational workshops. The firm is also active as a sponsor, general partner, and managing member of pooled investment vehicles. One Oak reports that it is not an active ESG investor and is not designated as a multi-state adviser.