Oakvale Investments Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
OakVale Investments provides discretionary portfolio management for individuals, related individual accounts (trusts, IRAs), and retirement accounts as a fee-only fiduciary. At year-end 2025 the firm managed roughly $72.85 million across 60 accounts for 29 clients and typically requires about $1 million in assets (subject to negotiation).
The firm operates as a solo-practitioner practice with the sole principal performing all research and in-house portfolio management, using a bottom-up, value-oriented qualitative approach focused on publicly traded stocks, bonds, REITs, and MLPs. Portfolios are long-term, diversified (generally 20–40 holdings), avoid leverage and short-term trading, and are managed for a percentage-of-assets fee assessed quarterly under a limited power of attorney.
Noteworthy aspects include the combination of a small, high-net-worth client base managed by a single advisor while overseeing a relatively large AUM for that scale, and an explicit limitation to public-market investing (the firm does not act as a private fund adviser). The firm also places all client accounts with a single recommended qualified custodian, conducts quarterly account reviews and proxy voting on behalf of clients, and reports no disciplinary history.
Client services
Expertise
Fee options
Sometimes charges negotiated flat fees instead of tiered schedule.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
Account minimum: $1,000,000 Fee-only: Fee-only firm; does not receive commissions or referral fees.
Main office
Fairfax CA
Advisors at this office
1
Most active in
California
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.
Forms ADV
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