OAK HARBOR CAPITAL, LLC

1415 Western Avenue
Suite 700
Seattle, Washington 98101-2051
Tel: 855-330-9520

About OAK HARBOR CAPITAL, LLC

OAK HARBOR CAPITAL, LLC, formally registered with the SEC as OAK HARBOR CAPITAL, LLC. The firm was established in 09/29/2014. They have over 1 offices throughout the country.

OAK HARBOR CAPITAL, LLC is a Seattle, Washington based Financial Planning firm with nearly $553,455,387 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169089
SEC#	801-80354
Assets Managed by Firm	$553,455,387
No. of Clients	16
No. of Advisors	25

Fee Structure

A percentage of AUM
Performance Based
Other (SERVICING FEES FOR DEBT RECOVERY SERVICES.)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	16	$553,455,387

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