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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BridgeRadial
- Established Date
- 09-29-2015
- Office Locations
- 2
Office Locations
About Great OAK Capital Partners, LLC
Great Oak Capital Partners is a Massachusetts-based, fiduciary fee-only RIA providing holistic wealth management that integrates investment management with retirement planning, budgeting, estate planning, tax planning, and insurance. The firm emphasizes an evidence-based, academically grounded investment approach and operates independently with no ties to product providers. Portfolios are primarily implemented with ETFs and public funds, with Schwab listed as a custodian.
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Owner & Executives
JOHN RUSSELL NOONAN III
Chief Compliance Officer, Principal
- CRD
- #4163170
- Ownership
- 50% but less than 75%
WILLIAM R SYLVIA JR
Principal
- CRD
- #5171182
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOSEPH F ARSENAULT
--
- CRD
- #5415590
John Philip Cooney
--
- CRD
- #6747430
Radial vertex
Pioneer ridge alpha
- CRD
- #19654
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $467,414,062 | $250,356 |
| Non-Discretionary | $10,518,378 | $2,629,595 |
| Total | $477,932,440 | $255,442 |
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Separately Managed Accounts
Total SMA Asset: $477,932,440
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $353,913,081 | 27.3% |
| Public Funds | $413,546,787 | 31.9% |
| Corporate - Investment Grade | $322,799,843 | 24.9% |
| U.S. Government/Agency | $206,125,202 | 15.9% |
| Total | $1,296,384,913 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE BRIDGE | MOMENTUM FOCUS | LDJSEXI68 | LOXQ | 2.55% | $13,456,377 |
| CAPITAL OAK | WAVE HARBOR | 0WI1LG5WV | XMW | 5.82% | $40,148,163 |
| SUMMIT HARBOR | RADIAL CREST | R4F56MVD5 | OWDFC | 11.53% | $50,254,262 |
| INSIGHT ZENITH BRIDGE | PEAK ELEMENT | P8I3JGH9C | AZQIL | 0.83% | $78,015,348 |
| VITAL VITAL | LEGACY LEGACY | N1OW8XAZB | ZCGYO | 10.42% | $80,898,846 |
| VECTOR LEGACY | SIGNAL NORTH | P9UFSOGVX | MUOB | 5.09% | $12,931,705 |
| PIONEER PATHWAY | CATALYST CATALYST | CYAWDCBLE | GLQXF | 1.61% | $63,246,970 |
| OAK NORTH | VERTEX UNISON | 27I4UGZEI | JEW | 8.80% | $63,893,384 |