A complete list of active advisors currently associated with Oak Grove Capital, LLC

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

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.

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