ONE OAK CAPITAL MANAGEMENT, LLC

287 Bowman Ave.
Purchase, New York 10577
Tel: 914-205-5821

About ONE OAK CAPITAL MANAGEMENT, LLC

ONE OAK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ONE OAK CAPITAL MANAGEMENT, LLC. The firm was established in 01/28/2019. They have over 1 offices throughout the country.

ONE OAK CAPITAL MANAGEMENT, LLC is a Purchase, New York based Financial Planning firm with nearly $283,111,904 assets under management, offering retirement planning & investment advisory services to 372 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170339
SEC#	801-114497
Assets Managed by Firm	$283,111,904
No. of Clients	372
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	372	$283,111,904
Individuals (other than high net worth individuals)	336	$79,990,006
High net worth individuals	28	$63,733,802
Pension and profit sharing plans	1	$757,699

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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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