O
$44.4M Total AUM
$42.1M Disc. AUM
-- 3Y CAGR
2 Employees
86 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2012
- Office Locations
- 1
Office Locations
-- Knoxville TN
About OAK Springs Wealth Management, LLC
OAK Springs Wealth Management, LLC is a Knoxville-based RIA. The firm has been operating for 13 years. Managing $44.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Prudential. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.2M AVG AUM / ADVISOR
$516.5K AVG AUM / CLIENT
13.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Momentum Quantum Delta Radial
Investment Themes
Legacy vital Crest
Investment Vehicles
Momentum optima Capital vertex
Services
Foundation fusion Meridian Vital radial Value unison Unison Eagle delta Prime zenith Fusion foundation Atlas beacon
Owner & Executives
G
GEORGE FREDERICK LEE JR
CFP , Chief Compliance Officer, Managing Member, Partner, Wealth Advisor
- CRD
- #4389389
- Ownership
- 75% or more
(324) 643-7838
frontier.insight@wavecapital.com
in linkedin.com/in/north-capital
Showing 1 of 1 owners & executives
Unlock allContacts
CAROL EARLYWINE JOHNSON
Certified Financial Planner
- CRD
- #2664717
(666) 495-7419
catalyst.horizon@valuecapital.com
in linkedin.com/in/radial-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,120,240 | $468,293 |
| Non-Discretionary | $2,300,751 | $548,288 |
| Total | $44,420,991 | $472,737 |
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Separately Managed Accounts
Total SMA Asset: $44,420,991
Equity - Exchange:
33.5% Cash:
47.1% Public Funds:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,622,446,179 | 33.5% |
| Cash | $2,281,110,896 | 47.1% |
| Public Funds | $939,565,847 | 19.4% |
| Total | $4,843,122,922 | 100.0% |