Sherwood Oak Knoll, LLC

Overview

Sherwood Oak Knoll, LLC is a small, owner-operated independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges clients on a percentage-of-AUM basis and also offers hourly advice, and it reports that all advisory assets are managed on a discretionary basis. Investment activity is concentrated in publicly traded pooled vehicles rather than direct private fund management: the firm identifies public funds and mutual funds as its primary holdings and does not position itself as a capital allocator to third‑party alternative funds. Sherwood Oak Knoll is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices