Oak Capital Advisors
Oak Capital Advisors is an SEC-registered ria with $185.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Oak Capital Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 161316, SEC 801-120128, data through 2026-01-25.
- AUM (assets under management / regulatory AUM)
- $185.9M (2026-01-25)
- Firm type
- Ria
- Employees
- 1
- Clients
- 58
- CRD
- 161316
- Ownership
- HANCOCK, SCOTT, WELDON
How much AUM does Oak Capital Advisors have?
Oak Capital Advisors reported $185.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-25).
Who owns Oak Capital Advisors?
Disclosed owners and executives of Oak Capital Advisors include HANCOCK, SCOTT, WELDON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.