Oak Capital Advisors, LLC

Oak Capital Advisors, LLC (CRD# 285091) is a financial advisory firm headquartered in , . They manage $43,403,341 in 218 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.oakcapitaladvisor.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $199,098
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Oak Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett Fellows, financial advisor Charleston SC
Brett K. Fellows
CRD#: 4955706
Charleston, SC

Brett Fellows (CRD# 4955706) is an Investment Advisor Representative working at Oak Capital Advisors, LLC in Charleston, SC and has over 18 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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