Oak Capital Management

Finance · South Carolina, United States · 11-50 Employees

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Overview

Headquarters

501 Wando Park Blvd Ste 140, Mount Pleas...

Phone Number

(843) 849-7878

Revenue

<$5 Million

Industry

Finance Securities Trading

About Oak Capital Management

Oak Capital Management, LLC is a financial advisory firm dedicated to building long-term relationships with individuals, families, and businesses seeking personalized financial strategies. With a team of experienced professionals, they offer a range of services including integrated financial planning, investment strategy, and wealth management tailored to meet the unique needs of their clients. The firm emphasizes collaboration and transparency, ensuring clients feel confident in their financial decisions. Their commitment to education and integrity positions them as trusted partners in navigating the complexities of financial planning.Explore more
Oak Capital Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Oak Capital Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak Capital Management

<$5M
11-50
Private
-
2010
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
2017
MS
Mark ScarbroughFounding Partner
Illustration of an envelope

Oak Capital Management Tech Stack

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Frequently Asked Questions Regarding Oak Capital Management

What is Oak Capital Management's official website?
Oak Capital Management's official website is www.oakcapitalmgt.com
What is Oak Capital Management's Revenue?
Oak Capital Management's revenue is <$5 Million
What is Oak Capital Management's SIC code?
Oak Capital Management's SIC: 62,628
What is Oak Capital Management's NAICS code?
Oak Capital Management's NAICS: 52,523
How many employees does Oak Capital Management have?
Oak Capital Management has 11-50 employees
What industry does Oak Capital Management belong to?
Oak Capital Management is in the industry of: Finance, Securities Trading
What is Oak Capital Management competition?
Oak Capital Management top competitors include: Encompass Financial Partners, Alliance Wealth Advisors
What technology does Oak Capital Management use?
Some of the popular technologies that Oak Capital Management uses are: DocuSign, Cloudflare Website Optimization, Bitly, Datadog
How do I contact Oak Capital Management?
Oak Capital Management contact info: Phone number: (843) 849-7878 Website: www.oakcapitalmgt.com
What does Oak Capital Management do?

Oak Capital Management, LLC is a financial advisory firm dedicated to building long-term relationships with individuals, families, and businesses seeking personalized financial strategies. With a team of experienced professionals, they offer a range of services including integrated financial planning, investment strategy, and wealth management tail... ored to meet the unique needs of their clients. The firm emphasizes collaboration and transparency, ensuring clients feel confident in their financial decisions. Their commitment to education and integrity positions them as trusted partners in navigating the complexities of financial planning.Read More

What are Oak Capital Management social media links?
Oak Capital Management Linkedin page Oak Capital Management Facebook page
Is Oak Capital Management a public company?
Oak Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Oak Capital Management

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