Oak Capital Advisors
RIASEC RegisteredEst. 2021
Total AUM
$186M
Discretionary
$186M
100% of AUM
Avg account
$2.2M
Accounts
86
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 161316
- Registered since
- January 19, 2021
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.51%
- Individuals9.93%
- Pension & Profit Sharing Plans4.26%
- Charitable Organizations3.49%
- Corporations / Businesses1.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Oak Capital Advisors is a sole proprietorship registered with the SEC in 2021 and run by an individual owner. The firm provides portfolio management primarily to individuals, families and small businesses, and it accepts institutional clients as well. Advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or a pension consultant.
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 Equities92%
- State & Local Bonds5%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Scott Hancock
Founder & Managing DirectorCRD 861860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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