Three Oaks Advisory Group, LLC

Overview

Three Oaks Advisory Group, LLC is a newly formed limited liability company that registered with the SEC in 2026. The firm is owned by an individual and identifies itself as a capital allocator that charges either a percentage of assets under management or fixed fees for its services. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm also reports an industry affiliation with an insurance company. The snapshot flags Three Oaks Advisory Group as not being an active ESG investor and as a single-state adviser rather than a multistate practice. The public profile contains a minor inconsistency: pension consulting is listed among the firm’s services while a separate field indicates "Pension Consultant: No." That suggests the firm intends to offer pension-related advisory work but may not hold a specific pension-consultant designation in its registration snapshot.