Oak Root LLC

Oak Root LLC (CRD# 246788) is a financial advisory firm headquartered in , . They manage $777,000,000 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.oakrootllc.com/
By the Numbers
  • Total Assets Under Management
    777
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $6,815,789
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
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Oak Root LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Root, financial advisor Santa Barbara CA
Kevin C. Root
CRD#: 5553574
Santa Barbara, CA

Kevin Root (CRD# 5553574) is an Investment Advisor Representative working at Oak Root LLC in Santa Barbara, CA and has over 15 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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