A complete list of active advisors currently associated with Oak Capital Advisors

Warmer can help you find a great advisor at Oak Capital Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Oak Capital Advisors, 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.