Majestic Oak Financial, LLC

Overview

Majestic Oak Financial, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model includes percentage-of-assets, hourly charges and fixed fees, and the adviser operates primarily as a discretionary manager—nearly all assets are managed on a discretionary basis. Investment activity is skewed toward liquid equity exposures. The firm’s reported preference is equities with a heavy allocation to exchange-traded holdings. Majestic Oak supplements core equity exposure with mutual funds and selective allocations to private placements and real estate as alternative strategies. The firm does not position itself as an active ESG investor and does not operate as a capital allocator or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices