Oak Capital Advisors
Finance · South Carolina, United States · 1-10 Employees
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Overview
Headquarters
126 Seven Farms Dr Ste 160, Daniel Islan...Phone Number
(843) 284-0798Website
www.oakcapitaladvisor.comRevenue
$5.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Oak Capital Advisors
Oak Capital Advisors specializes in fee-only financial planning tailored for Certified Registered Nurse Anesthetists (CRNAs) and Nurse Practitioners (NPs). The firm focuses on helping these professionals achieve financial independence through services such as tax management, retirement planning, investment management, and estate planning. With a fiduciary responsibility and transparent pricing, Oak Capital Advisors aims to integrate clients' practice ownership goals with their personal finances. Their unique expertise and commitment to understanding the financial needs of CRNAs and NPs set them apart in the financial advisory industry.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Oak Capital Advisors
$5.8M
1-10
Private
-
2013
N/A
Company Profile Activity
Activity Insights
Oak Capital Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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Oak Capital Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak Capital Advisors.
Oak Capital Advisors Tech Stack
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Oak Capital Advisors specializes in fee-only financial planning tailored for Certified Registered Nurse Anesthetists (CRNAs) and Nurse Practitioners (NPs). The firm focuses on helping these professionals achieve financial independence through services such as tax management, retirement planning, investment management, and estate planning. With a fi... Read More
