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OAKTON FINANCIAL, LLC
CRD 297609
11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, 20190, United States
Phone
(703) 871-5014
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.4M
Discretionary AUM
$20.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $20.4M |
All web addresses on file
Official SEC filing: View on IAPD