Oak Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,088,742
Clients
53
Advisors
1
of 1 employees
About
Oak Capital Advisors is a sole proprietorship that provides investment management and asset-allocation advice primarily to individuals and their families, and also to corporations, public and private foundations and retirement plans. The firm manages roughly $186 million across a limited number of client relationships and delivers ongoing portfolio monitoring with regular quarterly reporting.
The firm’s investment approach centers on core holdings in index-tracking ETFs, with selective use of individual stocks and bonds as appropriate, and it emphasizes asset allocation as the key driver of long-term outcomes. Oak Capital seeks to minimize costs—including trading and advisory expenses—and operates with limited discretionary authority to implement agreed-upon plans while clients retain final control.
What differentiates this firm from many single-advisor independents is its client mix: it serves charitable organizations, corporate/business clients and pension or profit-sharing plans in addition to individual investors, a combination that is uncommon among peers. The firm also explicitly cites academic research supporting passive strategies and cost minimization, does not accept performance-based fees, and relies on third-party custodians for trade execution and custody.
Client services
Expertise
Fee options
0.26% annually, charged quarterly as 0.065% per quarter in arrears
Fee-only: Fee based solely on percentage of assets under management
Main office
Dallas TX
Advisors at this office
1
Most active in
Louisiana · South Carolina · Texas
Also doing business as
Oak Capital Advisors · Scott W. Hancock
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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