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- Custodian
- Charles Schwab & Company · Morgan Stanley · SEI · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2009
- Office Locations
- 1
Office Locations
About Black OAK Wealth Management, LLC
Black Oak Wealth Management is a boutique RIA delivering highly personal consulting, financial planning, and portfolio construction to help clients build and protect wealth. Its investment approach centers on risk management, balancing opportunities across geographies and asset classes, with flexibility to hold cash rather than stay fully invested. SMAs lean heavily on ETFs and public funds, and the firm can custody with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRADLEY DAVID KLEINFELTER
Chief Compliance Officer, FOUNDING PARTNER, Owner
- CRD
- #4966737
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,000,000 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,118,032,840 | 36.2% |
| Public Funds | $1,533,176,369 | 17.8% |
| Cash | $3,962,141,177 | 46.0% |
| Total | $8,613,350,386 | 100.0% |