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ONE OAK
ONE OAK HOLDINGS LLC
CRD 334282 · SEC 801-135919
MD, United States
Phone
(302) 754-1625
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.4M
Discretionary AUM
$110.4M
Team
7 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $70.1M |
| Charitable organizations | 13 | $40.2M |
States served
MD, NJ, TX
All web addresses on file
Official SEC filing: View on IAPD