Rightoak Asset Management, LLC

Overview

Rightoak Asset Management, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and identified as a capital allocator serving individual and family clients. The firm combines traditional wealth management and financial planning with manager selection and pension consulting services; its advisory menu includes portfolio management for individuals and smaller businesses, selection of other advisers, and educational seminars and workshops. Rightoak uses a mix of fee models (percentage of AUM, hourly, and fixed fees) and identifies itself as an active ESG investor, suggesting environmental, social and governance factors are incorporated into its investment approach. Rightoak is owned by an individual and positions itself to connect client capital with third‑party managers rather than running only in‑house private strategies. The firm’s capabilities list selection and due diligence of external advisers and educational programming, indicating a hybrid role of adviser plus allocator for clients seeking both liquid and private market exposure.

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Location & Offices