The Blue Oak Group, LLC

Overview

The Blue Oak Group, LLC is organized as a limited liability company and operates as a capital allocator and advisor focused on portfolio management for individuals and small businesses, along with selecting third-party advisers. The firm offers multiple fee arrangements — a percentage of assets under management, hourly charges, fixed fees and performance-based fees — which suggests flexibility in structuring relationships across client types and mandates. Investment activity centers on using external managers and pooled vehicles rather than building a large in-house asset platform. The firm is not an active ESG investor and is not registered as a multi-state adviser. Its industry affiliation as a real estate broker signals a practical connection to property markets that can influence client solutions and deal sourcing.

Assets & Accounts

Investments & Alternatives

Location & Offices