# Grand Oak Capital Management

Grand Oak Capital Management is a RIA based in Houston, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** Birmingham, AL, United States
- **Assets under management:** Undisclosed
- **Website:** https://grandoak.com

## Regulatory record

- **CRD number:** 298442
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298442

## About

Grand Oak Capital Management, LLC is a state-registered investment adviser with its headquarters in Houston, TX. The firm provides investment advice to clients. It is based in Texas.

## Questions

### Which sectors does Grand Oak Capital Management explicitly avoid?

No sector restrictions or explicit avoidance strategies have been publicly communicated by Grand Oak Capital Management. The firm's sector focus remains entirely unconfirmed, and no prohibitions on industries have been reported (public record).

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Last updated: 2026-07-06T01:24:17.509Z

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