Oak Root
26yrs
Top 24% by experience nationwide
About the firm
A registered investment advisory firm. It manages about $920 million for roughly 17 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Other fees
Typical client size ?$53.5 million
Assets under management ?$920 million
Individual clients17
Median years of experience22
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Oak Root
2Advisors
22Median years of experience
1States with offices
1Offices
Also known as
About Oak Root
How do I contact Oak Root?
Call the main office at 805-395-9767. The main office is at , .
How is Oak Root paid?
The firm reports being paid by a percentage of the assets they manage, other fees. Ask for your total yearly cost in dollars.
What services does Oak Root offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Oak Root?
We list 2 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.