Oak Capital Advisors
Oak Capital Advisors (CRD# 161316) is a financial advisory firm headquartered in , . They manage $138,271,921 in 87 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Oak Capital Advisors
By the Numbers
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Total Assets Under Management138MILLION
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Total Number of Accounts87ACCOUNTS
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Average Account Value$1,589,332
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, SC, TX
Financial Advisors at Oak Capital Advisors
1
Scott Hancock (CRD# 861860) is an Investment Advisor Representative working at Oak Capital Advisors in Dallas, TX and has over 42 years of experience in the finance industry.
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