Fondren Oaks Capital Management

Fondren Oaks Capital Management (CRD# 290726) is a financial advisory firm headquartered in Dallas, TX. They manage $16,218,203 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3100 Monticello, Ste. 830, Dallas, TX 75205
http://www.fondrenoakscapital.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $279,624
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Fondren Oaks Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Jason Mills, financial advisor Dallas TX
Jason M. Mills
CRD#: 7071285
3100 Monticello, Ste. 830, Dallas, TX 75205

Jason Mills (CRD# 7071285) is an Investment Advisor Representative working at Fondren Oaks Capital Management in Dallas, TX and has over 5 years of experience in the finance industry.

2
Jeffrey Sears, financial advisor Dallas TX
Jeffrey S. Sears
CRD#: 6667392
3100 Monticello, Ste. 830, Dallas, TX 75205

Jeffrey Sears (CRD# 6667392) is an Investment Advisor Representative working at Fondren Oaks Capital Management in Dallas, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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