This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Goldman Sachs · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-07-2012
- Office Locations
- 1
Office Locations
About OAK Capital Advisors
Oak Capital Advisors is a Dallas-based RIA led by an award-winning CFP® Professional focused on CRNAs and nurse practitioners. The firm provides financial planning and investment management, aligning practice ownership decisions with personal wealth strategy. Portfolios are built primarily with ETFs using active management and asset-allocation discipline. Recognized with a Wealthtender Voice of the Client Award for consistently high client reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
SCOTT WELDON HANCOCK
Chief Compliance Officer, Managing Director, PRINCIPAL
- CRD
- #861860
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,856,427 | $2,161,121 |
| Non-Discretionary | $0 | -- |
| Total | $185,856,427 | $2,161,121 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing