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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-29-2021
- Office Locations
- 1
Office Locations
About Oake Financial LLC
Oake Financial is an independent, fee-only fiduciary RIA in Charlotte, NC offering comprehensive financial planning, investment management, retirement advice/modeling, and consulting for individuals and families. Founded by Christopher N. Brown, CFA, CFP94 with 25+ years in the investment industry (including Bank of America corporate bond research and portfolio risk management), the firm emphasizes unbiased, values-driven guidance; custody includes Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
CHRISTOPHER NELSON BROWN
Chief Compliance Officer, Founder, Principal
- CRD
- #2958994
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,054,807,812 | 36.0% |
| Public Funds | $644,981,341 | 11.3% |
| Corporate - Investment Grade | $1,672,385,247 | 29.3% |
| Cash | $525,117,552 | 9.2% |
| Corporate - Non-Investment Grade | $810,507,527 | 14.2% |
| Total | $5,707,799,479 | 100.0% |