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Building 2SOUTHERN OAK CAPITAL, LLC

Map pinHOOVER, AL
Phone(504) 250-9902
NotebookSEC #801-123321
Total AUM
$52.5M
Employees
3
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 CORPORATE DRIVE
SUITE 100
HOOVER
AL 35242
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(504) 250-9902

ReceiptFinancials

Total AUM
$52.5M
Accounts
5
Discretionary
$52.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$1.9M
Pooled Vehicle Clients
4
AUM
$50.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

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

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