Oakbridge Partners, Ltd.

Oakbridge Partners, Ltd. (CRD# 105829) is a financial advisory firm headquartered in Atlanta, GA. They manage $503,247,120 in 1,172 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    503
    MILLION
  • Total Number of Accounts
    1,172
    ACCOUNTS
  • Average Account Value
    $429,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • 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, FL, GA, NM, SC, TX

Financial Advisors at Oakbridge Partners, Ltd.
Showing 1 - 7 of 7 top financial advisors.
1
Charles B. Downs
CRD#: 5188953
3630 Peachtree Road Ne, Suite 940, Atlanta, GA 30326
96
Wealthminder
score

Charles Downs (CRD# 5188953) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Atlanta, GA and has over 10 years of experience in the finance industry. Charles Downs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer I. Storey
CRD#: 3026941
3630 Peachtree Road Ne, Suite 940, Atlanta, GA 30326
96
Wealthminder
score

Jennifer Storey (CRD# 3026941) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Atlanta, GA and has over 18 years of experience in the finance industry. Jennifer Storey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric B. Toole
CRD#: 4557002
3630 Peachtree Road Ne, Suite 940, Atlanta, GA 30326
96
Wealthminder
score

Eric Toole (CRD# 4557002) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Atlanta, GA and has over 14 years of experience in the finance industry. Eric Toole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
William J. Cohen
CRD#: 4740829
3630 Peachtree Road Ne, Suite 940, Atlanta, GA 30326
93
Wealthminder
score

William Cohen (CRD# 4740829) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Atlanta, GA and has over 8 years of experience in the finance industry.

5
Brannon B. Lesesne
CRD#: 307213
3630 Peachtree Road Ne, Suite 940, Atlanta, GA 30326
93
Wealthminder
score

Brannon Lesesne (CRD# 307213) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Atlanta, GA and has over 37 years of experience in the finance industry.

6
Robert G. McNair
CRD#: 5978270
Savannah, GA
90
Wealthminder
score

Robert McNair (CRD# 5978270) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Savannah, GA and has over 4 years of experience in the finance industry.

7
Warren W. Wick
CRD#: 600232
3630 Peachtree Road Ne Ste 940, Atlanta, GA 30326
80
Wealthminder
score

Warren Wick (CRD# 600232) is an Investment Advisor Representative working at Oakbridge Partners, Ltd. in Atlanta, GA and has 1 year of experience in the finance industry. Warren Wick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.