F
$25.1M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2021
- Office Locations
- 1
Office Locations
-- Fair Oaks Ranch TX
About Fair Oaks Financial LLC
Fair Oaks Financial LLC is a boutique RIA serving a select group of individuals and families with financial planning, investment management, and hourly consulting. It offers both traditional advisory pricing and a monthly subscription option. Portfolios are largely ETF-based, emphasizing active management, asset allocation, and risk management, with guidance that can extend to real estate decisions.
Team overview
34 AVG AGE
$25.1M AVG AUM / ADVISOR
$698.1K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DOUGLAS JAMES RICHARDSON
Chief Compliance Officer, Founder, Owner
- CRD
- #5945113
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,130,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,130,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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