A complete list of active advisors currently associated with Oakvale Investments Inc.

Warmer can help you find a great advisor at Oakvale Investments Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Oakvale Investments Inc., 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.