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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-31-2000
- Office Locations
- 1
Office Locations
About OAK Tree Investment Advisors
OakTree Investment Advisors is a Pittsburgh-based RIA providing personalized investment management and wealth planning for individuals, businesses, pension plans, and nonprofits. The firm focuses on long-term, low-cost portfolio construction using diversified vehicles such as ETFs and fixed income, with active asset allocation and risk management. A differentiator for due diligence: its team has served as testifying experts in securities and trust litigation (600+ cases) and supports investor-rights law clinics.
Reported data analysis
What the numbers show
Between February 21, 2025 and July 15, 2026, reported AUM increased 17.1%, from $164.1M to $192.2M.
Across 5 reported observations, AUM increased 29.8% between March 7, 2022 and July 15, 2026, from $148.1M to $192.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 130 clients, or 65 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on July 15, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full OAK Tree Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RONALD EDWARD HEAKINS
Chief Compliance Officer, President, Vice President
- CRD
- #1007878
- Ownership
- 75% or more
JASON D. HEAKINS
Investment Advisor, VICE PRESIDENT
- CRD
- #6069022
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,224,520 | $704,119 |
| Non-Discretionary | $0 | -- |
| Total | $192,224,520 | $704,119 |
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Separately Managed Accounts
SMA allocation detail is available
OAK Tree Investment Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.