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- Custodian
- Charles Schwab & Company · JP Morgan · Nationwide
- Clients
- Retail and Institutional
- Platforms
- VitalPathway
- Established Date
- 07-25-2006
- Office Locations
- 1
Office Locations
About OAK Family Advisors, LLC
Oak Family Advisors, LLC is an independent, fee-only fiduciary RIA providing comprehensive wealth planning, investment planning, and portfolio construction. Portfolios are implemented primarily with ETFs and public funds, complemented by fixed income and select alternatives/real estate, with an emphasis on risk management and socially responsible preferences as fit. Securities are offered through Charles Schwab & Co.
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Owner & Executives
WILLIAM ELLIOT DRISCOLL
Director, Director Of Research
- CRD
- #2834578
- Ownership
- Less than 5%
JOHN HENRY FITZPATRICK
Chairman
- CRD
- #866553
- Ownership
- Less than 5%
Summit frontier
Element signal zenith
- CRD
- #52207
- Ownership
- 20.5%
Showing 2 of 5 owners & executives
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William E. Driscoll
Director of Research
- CRD
- --
William E. Driscoll
Director of Research
- CRD
- --
Eagle momentum
Insight capital
- CRD
- #15586
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $526,000,000 | $718,579 |
| Non-Discretionary | $95,000,000 | $785,124 |
| Total | $621,000,000 | $728,019 |
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Separately Managed Accounts
Total SMA Asset: $621,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $225,477,608 | 5.2% |
| Public Funds | $737,138,332 | 17.0% |
| U.S. Government/Agency | $620,063,421 | 14.3% |
| Other | $329,544,196 | 7.6% |
| Corporate - Investment Grade | $533,341,264 | 12.3% |
| Cash | $767,491,087 | 17.7% |
| Private Funds | $446,619,107 | 10.3% |
| Other | $676,432,822 | 15.6% |
| Total | $4,336,107,837 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT SIGNAL | VALUE VECTOR | MKZQ9KLMY | OCRP | 2.96% | $76,877,525 |
| MERIDIAN DELTA ALPHA | NORTH PATHWAY | 9TYL18DCA | DXROR | 10.25% | $99,821,275 |
| SIGNAL HARBOR | VECTOR MERIDIAN | IF9NM5QHK | LXS | 2.28% | $18,617,785 |
| GLACIER FUSION BRIDGE | FRONTIER ATLAS | 0NWXQNO1U | TMBV | 6.50% | $117,036,692 |
| OAK HORIZON HORIZON | OPTIMA HARBOR | QMSA9LOG4 | BIC | 1.75% | $48,933,776 |
| MERIDIAN VITAL MERIDIAN | VECTOR PIONEER | YNKVO5TP3 | ABK | 2.35% | $40,435,508 |
| QUANTUM QUANTUM MERIDIAN | EMBER PEAK | QVZDFVIPP | DSU | 2.85% | $116,832,345 |
| RADIAL UNISON EAGLE | CATALYST VALUE | EVP35O0ZB | CJXE | 2.38% | $97,522,486 |