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Building 2OAK CAPITAL ADVISORS

Map pin
Phone214-443-0571
NotebookSEC #801-120128
Total AUM
$185.9M
Employees
1
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 4PM
Monday - Friday
Phone
214-443-0571

ReceiptFinancials

Total AUM
$185.9M
Accounts
86
Discretionary
$185.9M
Accounts
86
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$18.5M
HNW Individual Clients
25
AUM
$149.6M
Pension/Profit Sharing Plan Clients
2
AUM
$7.9M
Charitable Organization Clients
1
AUM
$6.5M
Corporation or Business Clients
2
AUM
$3.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LASCTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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