Oak Grove Capital, LLC

Oak Grove Capital, LLC (CRD# 165465) is a financial advisory firm headquartered in Allison Park, PA. They manage $148,365,023 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $2,318,203
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

PA, TX

Financial Advisors at Oak Grove Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark G. Visnic
CRD#: 4599450
2689 Oak Hill Drive, Carriage Building, Allison Park, PA 15101
93
Wealthminder
score

Mark Visnic (CRD# 4599450) is an Investment Advisor Representative working at Oak Grove Capital, LLC in Allison Park, PA and has over 12 years of experience in the finance industry.

2
Michael Merley
CRD#: 6865034
New York, NY
87
Wealthminder
score

Michael Merley (CRD# 6865034) is an Investment Advisor Representative working at Oak Grove Capital, LLC in New York, NY and has 1 year of experience in the finance industry.

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