# Oakwater Financial

Oakwater Financial is a RIA based in Ruston.

## Overview

- **Organization type:** RIA
- **Headquarters:** Ruston
- **Assets under management:** Undisclosed
- **Website:** https://oakwater.net/

## Regulatory record

- **CRD number:** 325181
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325181

## About

Oakwater provides comprehensive wealth management, tax strategy, risk management, and financial planning. It is a boutique advisory practice committed to delivering institutional-quality wealth management with a personal touch. Oakwater is a registered investment adviser that integrates tax planning, investment management, and financial planning under one roof.

## People

- Thomas Bates — Founder & Financial Advisor, CPA
- Thomas Bates — CPA, Founder & Financial Advisor

## Questions

### Who manages investment decisions at Oakwater Financial?

No executive leadership, investment committee members, or managing principals have been publicly disclosed. The firm's deliberate lack of public-facing infrastructure makes it impossible to attribute investment decision-making to any named individual.

### Does Oakwater Financial make direct investments or allocate to funds?

Without a public strategy statement, the firm's deployment model is unknown. Peer family offices of similarly opaque profile often use a hybrid model, committing to external funds while reserving capacity for direct co-investments alongside trusted managers.

## Related profiles

- [Cap Six Advisors](https://altss.com/profile/cap-six-advisors)

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

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