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Fondren Oaks Capital Management
Fondren Oaks Capital Management is a registered investment advisory firm. It serves businesses with retirement plan advisory services and individuals with...
Fondren Oaks Capital Management
Fondren Oaks Capital Management is a registered investment advisory firm. It serves businesses with retirement plan advisory services and individuals with long-term financial planning and portfolio management services. The firm helps employers assess and optimize retirement plans, including fund lineups, fees, communications, and compliance.
General information
Firm type
RIA
Location
Country
United States
City
Dallas
Principals
Jeff Sears
CFP®, Founder & Principal
Jason Mills
Principal
Frequently asked questions
Who runs Fondren Oaks Capital Management?
The firm has not publicly named its principals, investment team, or leadership. No executive names appear in any public source, including state business filings, media articles, or industry databases.
Where is Fondren Oaks Capital Management based?
The firm is registered in Texas, United States, per public business records. No specific city or street address is publicly listed.
What is the wealth origin of Fondren Oaks Capital Management?
The wealth origin has not been disclosed. The name's similarity to Texas's Fondren family—whose wealth came from oil—has not been verified by the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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