Great Oak Capital Partners, LLC
Firm details
- Headquarters
- South Easton, Massachusetts
- CRD number
- 281045
- Registered since
- May 24, 2019
- Website
- greatoakcp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.16%
- Individuals31.64%
- Pension & Profit Sharing Plans2.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Great Oak Capital Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is owner-operated and focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker. Its fees are a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not positioned as an ESG-focused allocator and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds10%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5
John Cooney
AdvisorCRD 6747430
Mark Mcauley
PresidentCRD 5977054
William Sylvia Jr
Principal & PartnerCRD 5171182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$451M in ETFs
2%
$9M
98%
$442M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US TARGETED VALUE ETF (DFAT) | Dimensional | Active | Small Value | $100M | 1,438,350 | 22.22% |
Location
South Easton, MA
Bristol
Location
South Easton, MA
Headquartered in South Easton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 105 R Depot St
- Time zone
- ET (UTC-5)
- Office locations
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