Oakleaf Asset Advisors
RIASEC Registered
Total AUM
$22.1M
Discretionary
$19.9M
90% of AUM
Avg account
$387K
Accounts
57
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153182
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals90.24%
- HNWI9.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oakleaf Asset Advisors operates as a single-owner, independent registered investment adviser organized as a sole proprietorship. The firm focuses on serving individuals and families, along with some small-business clients, through financial planning and portfolio management services. Compensation is a mix of percentage-of-assets and hourly charges. Oakleaf does not identify as an active ESG investor and is not positioned as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Non-Exchange Traded Equities35%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
- Other10%
- Investment Grade Corp Bonds5%
Contacts
1 of 1James Hickman
Investment Advisor RepresentativeCRD 2336338
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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