other names
Oakview Capital Management is an investment company that provides financial planning and management services.

Adviser Profile

As of Date 06/04/2024
Adviser Type - Large advisory firm
Number of Employees 3 -25.00%
of those in investment advisory functions 3 -25.00%
Registration Texas, Terminated, 04/29/2016
Other registrations (1)
AUM* 250,800,842 1.08%
of that, discretionary 250,800,842 1.08%
Private Fund GAV* 0 -100.00%
Avg Account Size 3,215,395 3.67%
% High Net Worth 91.03% -1.59%
SMA’s Yes
Private Funds 0
Contact Info 214 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
390M 335M 279M 223M 167M 112M 56M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary