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

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

One Oak Capital Management provides discretionary portfolio management to high‑net‑worth and individual clients as well as to pooled investment vehicles and private funds. The firm acts as investment manager and sponsor for multiple master/feeder and series fund structures and also manages separately managed accounts for retail and institutional investors. The firm emphasizes fixed‑income strategies, focusing on investment‑grade corporate and municipal bond portfolios and seeking opportunities in municipal market dislocations; for these strategies it uses instruments such as U.S. Treasuries, Treasury options, ETFs and rate locks to manage interest‑rate and credit exposure. One Oak also operates a Multi‑Strategy Fund that may allocate to long/short equities, commodity futures and other liquid strategies and that delegates trading authority to sub‑advisers using a “first‑loss” framework with at‑risk capital contributions by those sub‑advisers. Distinctive features include its role as a private fund sponsor and fund‑of‑fund investor (including a vehicle that selects underlying municipal managers), the use of sub‑advisory arrangements and affiliations with other advisers, and the presence of performance‑based fee arrangements and periodic performance reporting to investors. The firm has a recent regulatory disclosure: an SEC order in February 2025 addressing deficiencies in disclosures and conversions of brokerage to advisory accounts, and it retained an independent compliance consultant as part of that resolution.

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