Hidden Oaks Investments LLC

Hidden Oaks Investments LLC (CRD# 165409) is a financial advisory firm headquartered in Germantown, TN. They manage $10,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Hidden Oaks Investments LLC
Showing 1 - 1 of 1 top financial advisors.
Carl D. Waites
CRD#: 1277702
1831 Hidden Oaks Drive, Germantown, TN 38138

Carl Waites (CRD# 1277702) is an Investment Advisor Representative working at Hidden Oaks Investments LLC in Germantown, TN and has over 32 years of experience in the finance industry.

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