Louisville, KY Office

RightOak Asset Management LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, retirement-plan consulting, and third‑party manager oversight to a mix of clients including retirement plans, corporations, families, and individual accounts. The firm also offers estate‑planning assistance through an online attorney platform (Estate Guru) and provides occasional impersonal seminars and workshops on financial, retirement, estate, and college planning.

RightOak describes an investment approach that emphasizes strategic asset allocation, long‑term holdings, and value-oriented selections while incorporating mutual funds, ETFs, fixed income, and alternatives where appropriate; it also employs a proprietary quantitative optimization model and may use independent sub‑advisors for specialized mandates. The firm manages both custody accounts and “held‑away” workplace or annuity accounts via third‑party platforms (notably Betterment and American Funds) and relies on SEI for custodial and institutional services and reporting.

Compared with many team advisors, RightOak’s brochure highlights several operational and client‑engagement features that are less common: use of third‑party lead generation (SmartVestor), participation in sponsored educational events and workshops (with potential third‑party support), and distinct service partnerships for estate planning and held‑away account management. Founded in 2025 and operating with seven advisors and roughly $112 million in AUM across a large client base, the firm’s combination of online legal estate workflows, external platform integrations, and event‑based outreach differentiates its client acquisition and service model from many peers.