Oak Capital Management
Likely to Engage tag.Highly Engaged Employees

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
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
1
2
1
1
1

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 advice. 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 a collaborative approach to financial planning, ensuring that clients feel supported and informed in their financial decisions. Their commitment to integrity and excellence drives their mission to help clients achieve their financial goals through comprehensive and customized strategies.Explore more
Oak Capital Management's Social MediaPopular SearchesOak Capital Management LLCOak CapitalOak Capital ManagementCapital Management LLCwilliammilton.comSIC Code 62,628NAICS Code 52,523Show more

Oak Capital Management Org Chart

PhoneEmail
KW
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Chief Financial Officer, Oak Capital Manageme...

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Senior Manager, Risk

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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oak Capital Management

<$5M
11-50
Private
-
2010
KW
King WangChief Financial Officer, Oak Capital Management, Inc
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2011
MH
Mildred HaynesOffice Manager
<$5M
1-10
Private
-
2017
CB
Carol BatesOffice Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oak Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oak Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak Capital Management.

Oak Capital Management Tech Stack

A closer look at the technologies used by Oak Capital Management

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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: Freewood Private Wealth Management, Encompass Financial Partners, Sherwood Investment Services, 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, YouTube
Who is the CFO of Oak Capital Management?
Oak Capital Management's CFO is King Wang
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 advice. 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 a collaborative approach to financial planning, ensuring that clients feel supported and informed in their financial decisions. Their commitment to integrity and excellence drives their mission to help clients achieve their financial goals through comprehensive and customized strategies.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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