Rightoak Asset Management, LLC

RIASEC Registered

Total AUM

$112M

Discretionary

$112M

100% of AUM

Avg account

$109K

Accounts

1,026

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 337832
Registered since: September 23, 2025
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.7%
HNWI10.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rightoak Asset Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual principal. The firm positions itself as a capital allocator for individual and family clients, offering fee arrangements that include a percentage of AUM as well as hourly and fixed-fee engagements. Rightoak’s advisory services span comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting, manager selection, and client education through seminars and workshops. The firm identifies as an active ESG investor.