Oak Root LLC

Overview

Oak Root LLC is an independent registered investment adviser organized as an LLC and on the SEC register since 2015. The firm operates as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging fees tied to assets under management alongside other fee arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and sourcing or selecting outside managers. The firm does not position itself as an ESG-focused investor. It reports an owner structure categorized as an individual owner and identifies as an independent RIA rather than part of a larger broker/dealer or wirehouse network. Oak Root’s activity as a selector of other advisers suggests a multi-manager approach in at least some client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives