Be advised. This firm is no longer registered.

Queens Oak Advisors

Queens Oak Advisors (CRD# 150605) is a financial advisory firm headquartered in Charlotte, NC. They manage $577,970,527 in 451 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
6101 Carnegie Boulevard, Suite 360, Charlotte, NC 28209
https://www.linkedin.com/company/queens-oak-advisors
By the Numbers
  • Total Assets Under Management
    578
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $1,281,531
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

FL, GA, NC, SC, TX

Financial Advisors at Queens Oak Advisors
No Advisor Found.

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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