Oakview Capital Management, LP

Oakview Capital Management, LP (CRD# 144877) is a financial advisory firm headquartered in Dallas, TX. They manage $250,800,842 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3879 Maple Ave. Suite 300, Dallas, TX 75219
https://www.oakviewcm.com
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $3,215,395
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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Oakview Capital Management, LP
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Fahrenbruch, financial advisor Dallas TX
Jeffrey G. Fahrenbruch
CRD#: 2634827
3879 Maple Ave. Suite 300, Dallas, TX 75219

Jeffrey Fahrenbruch (CRD# 2634827) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has 1 year of experience in the finance industry.

2
Corey Henegar, financial advisor Dallas TX
Corey R. Henegar
CRD#: 4443756
3879 Maple Ave. Suite 300, Dallas, TX 75219

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.

3
James Malone, financial advisor Dallas TX
James P. Malone
CRD#: 5071627
3879 Maple Ave. Suite 300, Dallas, TX 75219

James Malone (CRD# 5071627) is an Investment Advisor Representative working at Oakview Capital Management, LP in Dallas, TX and has over 19 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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