A complete list of active advisors currently associated with Old Oak Advisors, LLC

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

Old Oak Advisors provides ongoing portfolio management and financial planning primarily for individual investors and participant‑directed retirement plans. As of December 31, 2023 the brochure reports $22,332,854 in assets under management and an additional $2,450,712 under advisement, and the firm prepares client‑specific Investment Policy Statements and offers retirement plan services including non‑discretionary advice, investment option benchmarking, vendor reviews, and fee negotiation. The firm’s investment approach combines charting, fundamental, technical, and cyclical analysis and employs both long‑term and short‑term trading in client accounts. It also offers an Alpha Strategy — a derivatives‑based separately managed strategy that uses S&P derivatives (such as options) collateralized by cash and bond holdings, seeks to exceed the S&P 500 on a rolling three‑year basis, and carries a specified minimum and derivative‑related risks. Distinctive features for a small independent adviser include the documented use of derivatives in a separately managed strategy and an explicit role as a co‑fiduciary for retirement plans with vendor oversight and fee negotiation. The brochure sets a benchmark objective for the Alpha Strategy and discloses the material risks and monitoring/reporting practices associated with its strategies, which is less common among peers of this size.

To learn more about the advisors currently working at Old Oak Advisors, 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.