Oakview Capital Management, LP

Oakview Capital Management, LP (CRD# 144877) is a financial advisory firm headquartered in Dallas, TX. They manage $371,849,299 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $2,281,284
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

TX

Financial Advisors at Oakview Capital Management, LP
Showing 1 - 5 of 5 top financial advisors.
1
James P. Malone
CRD#: 5071627
3879 Maple Ave. Suite 300, Dallas, TX 75219
93
Wealthminder
score

James Malone (CRD# 5071627) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has over 13 years of experience in the finance industry.

2
Joyce A. Schaer-Spamer
CRD#: 4495411
3879 Maple Ave, Suite 300, Dallas, TX 75219
93
Wealthminder
score

Joyce Schaer-Spamer (CRD# 4495411) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has over 10 years of experience in the finance industry.

3
Corey R. Henegar
CRD#: 4443756
3879 Maple Ave. Suite 300, Dallas, TX 75219
90
Wealthminder
score

Corey Henegar (CRD# 4443756) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has 1 year of experience in the finance industry.

4
Jai K. Singhania
CRD#: 4371684
3879 Maple Ave. Suite 300, Dallas, TX 75219
90
Wealthminder
score

Jai Singhania (CRD# 4371684) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has 1 year of experience in the finance industry.

5
Jeffrey S. Sears
CRD#: 6667392
3879 Maple Ave. Suite 300, Dallas, TX 75219
88
Wealthminder
score

Jeffrey Sears (CRD# 6667392) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has over 2 years of experience in the finance industry.

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