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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...
Overview
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
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.
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