Three Oaks Capital Management

Three Oaks Capital Management (CRD# 171082) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $3,718,598 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $247,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
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.

OR

Financial Advisors at Three Oaks Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Grant S. Bledsoe
CRD#: 5424910
2377 Gold Meadow Way, Gold River, CA 95670
103
Wealthminder
score

Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative and founder of Three Oaks Capital Management.  He serves clients in the Sacramento & Portland areas, as well as remotely around the country. Grant has over 10 years of experience in the finance industry.  You can find Grant's blog at http://abovethecanopy.us.

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