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OAK Grove Capital, LLC

OAK Grove Capital, LLC. CRD 165465

OAK Grove Capital, LLC logo

CRD: 165465

OAK Grove Capital, LLC

Holderness, NH
4125158899
oakgrovecapital.net
$871.0M Total AUM
$871.0M Disc. AUM
72.7% 3Y CAGR
2 Employees
115 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
Pioneer
Established Date
11-12-2012
Office Locations
1

Office Locations

-- Holderness NH

About OAK Grove Capital, LLC

Oak Grove Capital, LLC provides investment management and advisory services along with qualified retirement plan and financial management consulting for select retail and institutional clients. The firm uses a disciplined global, risk-managed allocation approach with transparent costs and direct access to investment professionals, often implemented with cost-effective vehicles such as ETFs. Clients have 24/7 online account access; custody includes Charles Schwab.

Team overview

65 AVG AGE
$435.5M AVG AUM / ADVISOR
$7.6M AVG AUM / CLIENT
13.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Crest timber Frontier Beacon ember Vital Vital

Client Personas

Catalyst peak

Custodian

Matrix unison Atlas Signal

Investment Themes

Fusion delta Matrix element Frontier Timber vertex Pathway alpha

Investment Vehicles

Ridge Matrix signal Atlas pathway

Platform

Timber element

Services

Catalyst Oak optima Fusion legacy Radial vector Frontier

Technology

Eagle

Owner & Executives

M

MARK GEORGE VISNIC

Chief Compliance Officer, Founder, Managing Member, Managing Principal

CRD
#4599450
Ownership
75% or more
(458) 504-1945
value.alpha@unisoncapital.com
in linkedin.com/in/north-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
07-16-2024
05-23-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $871,011,954 $2,517,376
Non-Discretionary $0 --
Total $871,011,954 $2,517,376

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Separately Managed Accounts

Total SMA Asset: $871,011,954

$871.0M Total SMA
Equity - Exchange:
29.4%
Derivatives:
32.9%
Public Funds:
29.5%
Cash:
8.2%
Asset class Assets Assets %
Equity - Exchange $637,394,190 29.4%
Derivatives $713,274,451 32.9%
Public Funds $639,562,197 29.5%
Cash $177,776,611 8.2%
Total $2,168,007,449 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
WAVE EAGLE FOCUS ZENITH EAGLE CFTXRZ89W TMOAC 4.80% $89,907,350
MOMENTUM RADIAL MERIDIAN ALPHA MOMENTUM V76H3MAKH USD 4.79% $105,570,474
MOMENTUM INSIGHT EAGLE HORIZON E5WN2KYCW REPP 5.17% $99,249,885
INSIGHT LEGACY FOUNDATION MATRIX ELEMENT 3SZBOWM8D SMW 6.28% $76,435,671
PEAK CREST EMBER VERTEX PRIME 8T8KY8I5L NQOTK 7.68% $81,854,980
MERIDIAN HARBOR EAGLE GLACIER MERIDIAN XB5X32VLJ EEJGJ 11.82% $27,968,552
LEGACY FUSION CAPITAL OAK DELTA 7I5LL7FH5 ZUWQA 2.91% $61,534,986
SIGNAL MATRIX VECTOR BRIDGE TUKFIZ1UK VVKZD 6.84% $84,544,882

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