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OAK CAPITAL ADVISORS
SCOTT W. HANCOCK
CRD 161316 · SEC 801-120128
LA, United States
Phone
214-443-0571
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$185.9M
Discretionary AUM
$185.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-01-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $18.5M |
| High net worth individuals | 25 | $149.6M |
| Pension/profit sharing plans | 2 | $7.9M |
| Charitable organizations | 1 | $6.5M |
| Corporations/business entities | 2 | $3.4M |
States served
LA, SC, TX
Official SEC filing: View on IAPD