A complete list of active advisors currently associated with Oak Asset Management, LLC

Warmer can help you find a great advisor at Oak Asset Management, LLC or one who fits your needs even better.

Oak Asset Management advises individuals (including high net worth clients), trusts, retirement plans, and business entities, providing discretionary Wrap Comprehensive Portfolio Management and retirement plan consulting. The firm reports managing about $413.8 million for roughly 242 clients and offers retirement plan consulting as part of its wrap service rather than as a separate charge. The firm’s investment process combines a dividend-growth core philosophy with asset allocation and both fundamental and technical analysis, and it uses mutual funds, ETFs and third-party managers as appropriate. Oak Asset Management may employ borrowing (margin) in separately managed accounts and treats cash and cash equivalents as an asset class when implementing portfolios and fees. What distinguishes the firm from many peers is that it sponsors a wrap-fee program while also permitting borrowing in client accounts—an uncommon combination for team firms—which results in bundled pricing and no transaction costs for wrap clients. The firm’s custodial relationships provide research and execution services under a Section 28(e) arrangement; Oak discloses the resulting potential conflicts and says it considered those when recommending custodians.

To learn more about the advisors currently working at Oak Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.