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- Custodian
- First Clearing ยท RBC
- Clients
- Retail and Institutional
- Platforms
- Delta beacon
- Established Date
- 07-07-1998
- Office Locations
- 3
Office Locations
About Herndon Plant Oakley, Ltd.
Herndon Plant Oakley is a Texas-based advisory and money management firm focused on long-term, conservative investing. The team provides individualized financial planning, retirement plan guidance, net worth building, and customized portfolio management backed by in-house stock and bond research. Partners also bring experience working with large family corporate offices and foundations, including selecting external money managers to fit client goals, serving clients across Texas, the U.S., and globally.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES THEODORE OAKLEY
Limited Partner, Managing Member
- CRD
- #813008
- Ownership
- 25% but less than 50%
PHILLIP MICHAEL PLANT
Limited Partner, Managing Member
- CRD
- #364393
- Ownership
- 25% but less than 50%
Harbor pioneer
Frontier capital
- CRD
- #82156
- Ownership
- 39.5%
Showing 2 of 4 owners & executives
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JONETTE LOUISE ANTONELL
--
- CRD
- #2280549
JAMES MCCORMICK BAIN
--
- CRD
- #4261087
Capital oak
Eagle ridge catalyst
- CRD
- #48287
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,586,400 | $496,383 |
| Non-Discretionary | $0 | -- |
| Total | $110,586,400 | $496,383 |
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Separately Managed Accounts
Total SMA Asset: $110,586,400
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $506,104,588 | 13.8% |
| Equity - Exchange | $1,632,003,924 | 44.5% |
| Cash | $575,785,654 | 15.7% |
| U.S. Government/Agency | $524,441,711 | 14.3% |
| Corporate - Investment Grade | $429,088,672 | 11.7% |
| Total | $3,667,424,549 | 100.0% |