OAK ROOT LLC

RIASEC RegisteredEst. 2015

Total AUM

$920M

Discretionary

$909M

99% of AUM

Avg account

$8.9M

Accounts

103

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 246788
Registered since: June 24, 2015
Website: www.oakrootllc.com
Custodians: CITIGROUP GLOBAL MARKETS INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI98.64%
Charitable Organizations1.2%
Individuals0.16%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oak Root LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC since 2015. The firm serves both individual/family and institutional clients and operates as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fees are charged primarily as a percentage of assets under management, supplemented by other fee arrangements. Oak Root does not identify as an active ESG investor.