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 in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 15, 2025 and January 25, 2026, reported AUM increased 12.7%, from $165.0M to $185.9M.
Across 5 reported observations, AUM increased 36.0% between January 7, 2022 and January 25, 2026, from $136.7M to $185.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 58 clients, or 58 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on January 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review OAK Capital Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full OAK Capital Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
OAK Capital Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing