Oak Financial Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$168,687,733
Clients
122
Advisors
2
of 4 employees
About
Oak provides discretionary portfolio management and broad financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other types of corporations or business entities. The brochure notes Oak manages accounts on both a discretionary and non-discretionary basis and offers occasional client seminars at no charge.
The firm describes a long-term, mostly mutual-fund–based investment approach that generally avoids short-term trading and does not invest directly in options or use leverage, while recognizing that third‑party funds employed may use those instruments. Oak gathers client information through an initial interview and questionnaire, implements strategies consistent with written investment policies, and permits clients to impose standing instructions or investment restrictions.
Oak’s brochure highlights several institutional and operational features that distinguish it from many peers: it manages company retirement plans with firm principals serving as trustees and discloses that these plans carry fiduciary oversight and fiduciary liability insurance. The firm also serves a broader mix of institutional entities in addition to individuals and emphasizes client education through periodic seminars, roles and services that are less common for similarly sized advisers.
Client services
Expertise
Fee options
1% annually (0.25% quarterly)
Account minimum: $5,000 Minimum fee: $5,000 annually
Main office
Stamford CT
Advisors at this office
2
Most active in
California · Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Texas · Vermont
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.
Advisors at this firm
Kyra P
Series 65
Stamford, CT
Oak Financial Group Inc
Kyra Palmer is a financial advisor at Oak Financial Group Inc in Stamford, CT, holding a Series 65 designation with 18 years of industry experience. She has been with Oak Financial Group since 2006. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm focuses on long-term investment strategies primarily using mutual funds, emphasizing diversification and alignment with client objectives and risk tolerance.
Neil H
Series 63, Series 65
Stamford, CT
Oak Financial Group Inc
Neil Hackman is a financial advisor with Oak Financial Group Inc in Stamford, CT, holding Series 63 and Series 65 designations and offering 33 years of industry experience. He has been with Oak Financial Group since 1992. Oak Financial Group serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, providing portfolio management and comprehensive financial planning. The firm emphasizes a long-term investment approach focused on diversification and alignment with client objectives, primarily using mutual funds, and offers occasional no-fee educational seminars to the public.
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