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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion ridgeOak
- Established Date
- 11-28-2016
- Office Locations
- 1
Office Locations
About OAK Capital Advisors, LLC
Oak Capital Advisors, led by CFP professional Brett Fellows, provides financial planning and investment management for CRNAs and nurse practitioners, aligning practice-ownership goals with personal wealth strategies. The firm emphasizes asset allocation, risk management, and insurance/tax/estate planning, and has earned Wealthtender Voice of the Client recognition for high client-review ratings. Custodies with Schwab.
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Owner & Executives
BRETT KAMMLER FELLOWS
Advisor, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4955706
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,113,163 | -- |
| Non-Discretionary | $7,459,988 | -- |
| Total | $62,573,151 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,573,151
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,477,181,784 | 41.1% |
| Cash | $812,270,275 | 22.6% |
| Equity - Exchange | $1,304,664,204 | 36.3% |
| Total | $3,594,116,263 | 100.0% |