Adviser Profile
| As of Date | 04/22/2026 |
| Registration status | Registration Changed to ONE OAK HOLDINGS LLC |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 110,379,326 |
| of that, discretionary | 110,379,326 100% |
| Number of Employees | 7 600% |
| of those in investment advisory functions | 3 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,132,185 |
| % High Net Worth | 27.78% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds