# Oakes Financial Group

Oakes Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 159355
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159355

## About

The Oakes Financial Group is a state-registered investment adviser in Troy, NH. It manages approximately $12 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Oakes Financial Group?

No named individuals are publicly associated with Oakes Financial Group in an investment capacity, so the decision-making structure is unknown.

### What is the wealth origin for Oakes Financial Group?

The source of wealth or capital behind Oakes Financial Group is not disclosed in any public record.

### Does Oakes Financial Group invest in funds or direct deals?

No investment activity—whether fund commitments, direct deals, or co-investments—has been publicly attributed to Oakes Financial Group.

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- [Swift Run Capital Management](https://altss.com/profile/swift-run-capital-management)
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Last updated: 2026-07-06T01:24:27.035Z

Canonical page: https://altss.com/profile/the-oakes-financial-group

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