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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-12-2012
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between May 23, 2025 and March 30, 2026, reported AUM increased 41.3%, from $616.2M to $871.0M.
Across 5 reported observations, AUM increased 68.4% between March 31, 2022 and March 30, 2026, from $517.4M to $871.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 115 clients, or 57.5 clients per representative. That equates to $7.6M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MARK GEORGE VISNIC
Chief Compliance Officer, Founder, Managing Member, Managing Principal
- CRD
- #4599450
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
OAK Grove Capital, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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OAK Grove Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.