$51.1M Total AUM
$50.4M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Legacy unison
- Established Date
- 11-09-2004
- Office Locations
- 1
Office Locations
-- Round Rock TX
About Majestic OAK Financial, LLC
Majestic Oak Financial is a fee-only, independent RIA focused on helping women build financial security through education-led planning and ongoing investment management. Work spans cash-flow and debt planning, retirement, insurance, estate, and tax-aware planning, with support for women starting or running small businesses. Portfolios are primarily ETF-based (per ADV data) and custodied at Schwab.
Team overview
50 AVG AGE
$51.1M AVG AUM / ADVISOR
$562.0K AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Harbor Vertex
Client Personas
Harbor Signal value
Custodian
Unison
Investment Themes
Summit Prime unison
Investment Vehicles
Focus
Services
Alpha matrix Focus Vital eagle Unison atlas Fusion catalyst Ridge Horizon signal Harbor quantum Harbor
Technology
Fusion
Owner & Executives
A
ANNA MARIA POPKE
Investment Advisor
- CRD
- #4774215
- Ownership
- 75% or more
(979) 618-4125
quantum.wave@primecapital.com
in linkedin.com/in/alpha-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,415,498 | -- |
| Non-Discretionary | $725,086 | -- |
| Total | $51,140,584 | -- |
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Separately Managed Accounts
Total SMA Asset: $51,140,584
Equity - Exchange:
17.8% Cash:
22.0% Corporate - Investment Grade:
18.0% Corporate - Non-Investment Grade:
13.4% Other:
4.8% Sovereign Bonds:
19.0% U.S. Government/Agency:
5.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $76,805,371 | 17.8% |
| Cash | $94,927,987 | 22.0% |
| Corporate - Investment Grade | $77,668,353 | 18.0% |
| Corporate - Non-Investment Grade | $57,819,774 | 13.4% |
| Other | $20,711,561 | 4.8% |
| Sovereign Bonds | $81,983,261 | 19.0% |
| U.S. Government/Agency | $21,574,541 | 5.0% |
| Total | $431,490,848 | 100.0% |