FONDREN OAKS CAPITAL MANAGEMENT

Overview

Fondren Oaks Capital Management is an independent, individual-owned RIA structured as an LLC that focuses on serving individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and some pension consulting support. Its preferred implementation mixes exchange-traded equities with mutual funds, and it also allocates to third-party alternative managers in commodities and oil & gas. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee billing, reflecting flexibility for both ongoing asset management and project-based planning work. Investment posture is equity-tilted: the firm favors exchange-traded vehicles to gain market exposure and liquidity, while using select external managers and fund structures to access commodity and energy-related alternative strategies. Fondren Oaks is not identified as an active ESG investor and does not report being a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices