# Majestic Oak Financial

Majestic Oak Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://majesticoakfinancial.com

## Regulatory record

- **CRD number:** 133067
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133067

## About

Majestic Oak Financial, LLC is a state-registered investment adviser with $51 million in regulatory assets under management. The firm manages $50 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is the investment mandate of Majestic Oak Financial?

The office pursues a permanent capital mandate focused on direct investments in private operating businesses, real assets, and a portfolio of marketable securities. Without LP-imposed timelines or fund structures, it can hold assets indefinitely, aligning with long-term wealth preservation.

### Who are the principals behind Majestic Oak Financial?

The founding family and principals of Majestic Oak Financial have not been publicly identified. The office is structured to maintain strict confidentiality, and no investor names, management biographies, or wealth-origin details appear in the public record.

### Where is Majestic Oak Financial headquartered?

The office's physical headquarters location and any additional offices have not been publicly disclosed. Its legal formation as a limited liability company is a matter of public record, but operational specifics, including its city and state of registration, are intentionally kept out of the public domain.

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- [Auxan Capital Advisors](https://altss.com/profile/auxan-capital-advisors-llc)
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Last updated: 2026-07-06T01:24:20.724Z

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