Oak Grove Capital, LLC

RIASEC RegisteredEst. 2017

Total AUM

$871M

Discretionary

$871M

100% of AUM

Avg account

$2.5M

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 165465
Registered since: November 17, 2017
Website: oakgrovecapital.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI92.93%
Corporations / Businesses5.9%
Individuals1.16%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Oak Grove Capital, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2017. The firm is owned by an individual and manages portfolios for both high-net-worth individuals and family clients as well as institutional and business accounts. Its stated advisory activities focus on discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it charges clients on a percentage-of-AUM basis. Oak Grove does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.