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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2018
- Office Locations
- 2
Office Locations
About Fondren Oaks Capital Management
Fondren Oaks Capital Management supports employer-sponsored retirement plans as a plan sponsor’s first point of contact. The firm reviews annual filings, plan communications, fund lineups, and fees, then recommends improvements to better align the plan with company and participant goals. Focus includes strengthening compliance oversight, reducing unnecessary audit risk, and improving investment options and fee competitiveness through more effective recordkeeper/TPA coordination.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jeffrey Stephenson Sears
Chief Compliance Officer, Manager, Principal
- CRD
- #6667392
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jason Mark Mills
Principal
- CRD
- #7071285
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,793,874 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,793,874 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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