Oak Tree Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OakTree Investment Advisors manages roughly $192 million in discretionary assets for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management through model portfolios, sub‑advised accounts, and a distinct weekly‑screened Zacks “Black Box” trading strategy, and does not provide comprehensive financial planning or estate‑planning services.
The firm’s investment process blends macroeconomic overview, fundamental company analysis, and technical indicators to build diversified portfolios and make tactical shifts, and it may implement covered‑call strategies for income when appropriate. OakTree typically recommends custodial and execution services from Fidelity, may delegate portions of portfolio management to third‑party sub‑advisers, and serves as the communication conduit between clients and any sub‑adviser it engages.
What distinguishes OakTree from many peers is its explicit use of a high‑turnover, weekly‑rebalanced Zacks strategy that the brochure describes as suitable only for a portion of an investor’s assets, and its practice of engaging and paying sub‑advisers while billing clients through the firm. The firm also recently updated its brochure to disclose appointment as power of attorney over client assets (see Item 15 on custody) and, historically under its corporate entity, has provided securities arbitration and expert services, features not commonly highlighted by similar advisors.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 0.75% $5,000,000+: 0.50% All account values+: 0.30% Model portfolios+: 0.30% to 0.75% $0 - $5,000,000: 0.75% $5,000,000+: 0.58% All account values+: 2% (Black Box Trader Strategy)
Hourly fees for investment-related consulting services charged in limited circumstances with fees agreed upon prior to service.
Fee-only: Fees are annual investment management fees charged as a percentage of assets under management; no commissions or other forms of compensation to OakTree.
Main office
731 S. Aiken Ave
Pittsburgh PA 15232
Advisors at this office
2
Most active in
Florida · Pennsylvania
Also doing business as
Oak Tree Investment Advisors · Oakmont Investment Advisors, Inc.
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.
Quick links
Advisors at this firm
Ronald H
Series 63, Series 65
Pittsburgh, PA
Oak Tree Investment Advisors
Ronald Heakins is a financial advisor with Oak Tree Investment Advisors in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He is the majority owner of Oakmont Investment Advisors, Inc., which operates as Oak Tree Investment Advisors, and has involvement in expert services through his companies R.E. Heakins Expert Services, Inc. and C.P.A.A + Inc. Oak Tree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of macroeconomic analysis, fundamental company research, technical indicators, and a distinctive weekly-rebalanced Zacks “Black Box” trading strategy, and may incorporate covered-call strategies for income.
Jason H
Series 65
Pittsburgh, PA
Oak Tree Investment Advisors
Jason Heakins is a financial advisor at OakTree Investment Advisors in Pittsburgh, PA, holding a Series 65 designation with 14 years of industry experience. He has worked at OakTree Investment Advisors since 2011 and has operated R.E. Heakins Expert Services, Inc. since 2017. He is a 50% shareholder in Comprehensive Portfolio Analysis and Audit (CPAA+), a firm intended to monitor investor accounts for unsuitable activities, though it is not yet operational. OakTree Investment Advisors manages approximately $192 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm employs a combination of macroeconomic analysis, fundamental research, and technical indicators, including a weekly-rebalanced Zacks “Black Box” trading strategy, to build diversified portfolios and make tactical asset allocations.
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