OAK ASSET MANAGEMENT, LLC

Overview

Oak Asset Management, LLC is a boutique advisory firm that runs discretionary portfolios with a clear equity tilt. The firm favors exchange-traded equities and uses a percentage-of-AUM fee model, serving both individual and family clients as well as institutional accounts. Advisory services listed include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services, which indicates the firm blends taxable and institutional mandates. Investment activity centers on publicly traded equities and ETFs as the primary building blocks of client portfolios. That equity preference shows up across their custody and holdings data: they hold a concentrated basket of stocks alongside a modest ETF sleeve. Allocator behavior suggests a manager-first approach to public markets, complemented by selective allocations to third-party managers for alternatives and pooled products. The firm registered with the SEC in 2017 and operates as a limited liability company owned by domestic entities and individuals. Oak Asset Management is not identified as an active ESG investor and reports using a single primary custodian relationship for custody.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices