# Oakton Financial

Oakton Financial is a RIA based in Reston.

## Overview

- **Organization type:** RIA
- **Headquarters:** Reston
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** https://oaktonfinancial.com

## Regulatory record

- **CRD number:** 297609
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297609

## About

Oakton Financial is a fee-only, fiduciary financial planning firm where the financial plan comes first. They aim to be a trusted advisor for all financial decisions in life, not just investment management. They serve Accumulators and Pre-Retirees/Retirees with a true fee-for-service model priced by service, not portfolio size. Their investment philosophy is based on decades of academic research paired with real-world trading execution.

## People

- Kevin Lozer — CFP®

## Questions

### Who runs investment decisions at Oakton Financial?

No principals or investment decision-makers are named in any public record. The firm's leadership remains entirely undisclosed.

### What is Oakton Financial's investment strategy?

No strategy has been publicly articulated. The firm has no known asset-class focus, stage preference, or geographic targeting.

### Does Oakton Financial participate in direct deals or fund investments?

No deal activity, fund commitments, or co-investments have been recorded. The firm's investment method is unknown.

## Related profiles

- [Sprylen Wealth Management](https://altss.com/profile/sprylen-wealth-management-llc)
- [MISSIONS SERVICES, LLC](https://altss.com/profile/missions-services-llc)

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Last updated: 2026-08-11T15:07:41.444Z

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