Mighty Oak Management LLC

Overview

Mighty Oak Management LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients. The firm is individually owned and operates as a boutique adviser, using a mix of discretionary and non‑discretionary mandates. Investment activity centers on public equities with a clear preference for exchange‑traded instruments, while ancillary allocations are used to add income, diversification and tactical exposure. The firm’s advisory model supports fee flexibility—charging on a percentage of AUM basis alongside hourly and fixed fees—which suits both ongoing portfolio relationships and project-based planning work. Mighty Oak appears to run a core equity‑centric program for most clients and supplements that with targeted allocations to external alternative managers and traditional income instruments where appropriate. The firm does not present itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices