Oak Root LLC

Oak Root LLC (CRD# 246788) is a financial advisory firm headquartered in Montecito, CA. They manage $461,072,651 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $15,369,088
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Oak Root LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin C. Root
CRD#: 5553574
1059 Summit Road, Montecito, CA 93108
93
Wealthminder
score

Kevin Root (CRD# 5553574) is an Investment Advisor Representative working at Oak Root LLC in Montecito, CA and has over 9 years of experience in the finance industry.

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