Oak Financial Group Inc

Overview

Oak Financial Group Inc is an independent registered investment adviser that has been operating since 1992 and serves both individual/family and institutional clients. The firm combines fee-based portfolio management with financial planning and educational services, offering portfolio management for individuals, small businesses, and institutions alongside pension consulting, periodic publications and seminars. Its stated fee model mixes percentage-of-AUM fees with fixed-fee arrangements. Investment activity at the firm tilts toward fixed-income allocation, with a clear preference for U.S. government bonds as a core holding. Oak Financial Group appears to emphasize capital preservation and income generation for its client base while supplementing core bond allocations with external alternative managers for diversification. The firm is not identified as an active ESG investor and operates as a single-state adviser under individual ownership.

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