Oak Grove Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$819,608,225
Clients
114
Advisors
1
of 2 employees
About
Oak Grove Capital provides discretionary investment management to individuals, high‑net‑worth clients, and business entities through separately managed accounts. The firm manages approximately $871 million on a discretionary basis and also offers financial planning and consulting to clients without charging a separate fee.
Investment decisions are implemented via actively managed, client‑specific strategies that draw on fundamental, technical, sentiment and macroeconomic analysis. Portfolios may include individual stocks, bonds, ETFs and mutual funds, but also alternative investments (for example, hedge funds and private placements) and derivative instruments such as options used for income generation, hedging and spread strategies.
What distinguishes Oak Grove from many peers is the combination of a large asset base run by a small advisory team—resulting in an unusually high AUM per adviser—and an explicit willingness to deploy derivatives within separately managed accounts. The firm also performs all investment management internally (no third‑party managers) and offers a defined "low volatility" allocation intended to target a lower beta and standard deviation than the S&P 500.
Client services
Expertise
Fee options
1.2% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment management services
Main office
Holderness NH
Advisors at this office
1
Most active in
Arizona · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Disclosures
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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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