Southern Oak Capital, LLC

Southern Oak Capital, LLC (CRD# 309933) is a financial advisory firm headquartered in Hoover, AL. They manage $50,503,051 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1200 Corporate Drive, Suite 100, Hoover, AL 35242
https://www.linkedin.com/company/southern-oak-capital/
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $12,625,763
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Southern Oak Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Price, financial advisor Birmingham AL
Kevin A. Price
CRD#: 6366678
2015 3rd Avenue N, Birmingham, AL 35203

Kevin Price (CRD# 6366678) is an Investment Advisor Representative working at Southern Oak Capital, LLC in Birmingham, AL and has over 9 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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