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OAK CAPITAL ADVISORS
OAK CAPITAL ADVISORS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-01-25, it...
Overview
OAK CAPITAL ADVISORS is an investment adviser registered with the SEC according to the IAPD firm feed dated 2026-10-22. In Form ADV filed on 2026-01-25, it reported regulatory assets under management of $185,856,427; 86 advisory accounts; 1 employees; services including Portfolio management for individuals and small businesses. Regulatory AUM is the measure defined in Form ADV. These are reported figures, not independently verified by Altss. SEC registration does not constitute approval or endorsement.
General information
Firm type
Registered Investment Adviser
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