The Oakes Financial Group

Overview

The Oakes Financial Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering portfolio management for individuals and small businesses alongside educational seminars and workshops. Its client-fee model combines a percentage-of-assets-under-management charge with hourly billing for advisory work. The firm does not identify as an active ESG investor, is not a multi‑state adviser based on available data, and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives