# Fondren Oaks Capital Management

Fondren Oaks Capital Management is a RIA based in Dallas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Dallas, United States
- **Assets under management:** Undisclosed
- **Website:** fondrenoakscapital.com
- **LinkedIn:** https://www.linkedin.com/company/jeffrey-sears-cfp

## Regulatory record

- **CRD number:** 290726
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290726

## About

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.

## People

- Jeff Sears — CFP®, Founder & Principal
- Jason Mills — Principal

## 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.

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Last updated: 2026-08-11T15:06:49.768Z

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