BlackOak Advisors LLC

BlackOak serves individuals, families, trusts, estates, businesses and pooled or institutional mandates, providing investment management, wealth management, financial planning, and investment consulting on either a discretionary or non-discretionary basis. Engagements are governed by written advisory agreements and, per the firm’s most recent filing, the firm reported no assets under management.

The firm’s investment process centers on a strategic asset-allocation framework aimed at long-term, diversified exposure, generally using diversified ETFs and mutual funds for equity, traditional fixed‑income instruments or funds for bonds, and rules‑based factor strategies; registered and private alternative vehicles (including interval and private funds) may be used for eligible clients. Financial planning is offered either as part of wealth management or on a stand‑alone basis, with the scope agreed with the client and reliant on information provided by the client.

Noteworthy distinctions include the firm’s practice of recommending independent third‑party managers and performing due diligence on those managers while stating it does not accept compensation from them, and the availability of alternative engagement formats—such as project‑based or hourly planning and consulting—outside of asset‑based fees. The firm’s senior investment leadership also maintains an outside investment role in a firm focused on regulated carbon markets; the adviser discloses that it does not recommend that firm’s funds to clients.