Oakleaf Asset Advisors

Overview

Oakleaf Asset Advisors is a small, independent registered investment adviser operating as a sole proprietorship that serves individual and family clients. The firm provides financial planning and portfolio management with a client focus on individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly fees, and it manages both discretionary and non‑discretionary relationships. Oakleaf does not position itself as an ESG investor, does not act as a pension consultant, and is not identified as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices