A complete list of active advisors currently associated with One Oak
Warmer can help you find a great advisor at One Oak or one who fits your needs even better.
One Oak Holdings (d.b.a. OneWell) provides outsourced chief investment officer (OCIO) and comprehensive investment management services to endowments, foundations, family offices, trusts and other institutional clients, and to individuals. The firm reports managing approximately $110.4 million on a discretionary basis for a very small number of client relationships and generally requires a $10 million minimum account opening balance (waivable at the firm’s discretion). One Oak’s OCIO work includes investment policy and strategy development, asset allocation, manager selection, due diligence, risk management, implementation and reporting, delivered on both discretionary and non-discretionary bases. Its listed methods of analysis span fundamental, quantitative, technical and modern portfolio theory approaches, and the firm may engage sub‑advisers while retaining overall oversight and governance responsibilities. Distinctive features in the brochure include periodic client educational seminars provided free to current clients and the fact that some representatives are licensed insurance agents and one representative maintains separate broker‑dealer and advisory affiliations (the firm states it will not recommend those affiliated entities to One Oak clients). The firm’s small client roster and low client‑to‑advisor ratio, together with its institutional OCIO focus and recent SEC registration (February 2025), make its client mix and operating profile different from many peer firms that serve broader retail client bases.
To learn more about the advisors currently working at One Oak, 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.
Name |
Location |
Years of experience |
|---|---|---|
North Bethesda, MD
| 1
| |
North Bethesda, MD
| 0
| |
North Bethesda, MD
| 10
| |
North Bethesda, MD
| 7
|
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