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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Ridge beacon
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
About Emerging Oaks Capital LLC
Emerging Oaks Capital is a founder-led Texas RIA serving business owners with cash-flow-first portfolio design that addresses taxes, uneven income, and concentration risk tied to an operating company. Portfolios use a three-bucket approach—public equities for a durable asset base with an optional private-markets risk sleeve (VC/PE/real estate/hedge funds) for eligible clients—delivered via a 7–10 day Blueprint (Cashflow Ladder) and reviewed quarterly, coordinating with CPAs and attorneys.
Team overview
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Owner & Executives
Max August Vordenbaum
FOUNDER
- CRD
- #7113380
- Ownership
- 10% but less than 25%
Braden McLelland James
Chief Compliance Officer, FOUNDER, Managing Partner, Partner
- CRD
- #6803569
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,826,175 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,826,175 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,826,175
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $3,611,826,637 | 40.2% |
| Equity - Exchange | $1,671,143,668 | 18.6% |
| Cash | $3,701,673,070 | 41.2% |
| Total | $8,984,643,375 | 100.0% |