O
$22.1M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2010
- Office Locations
- 1
Office Locations
-- Paso Robles CA
About Oakleaf Asset Advisors
Oakleaf Asset Advisors is a Paso Robles-based RIA. The firm has been operating for 16 years. Managing $22.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$22.1M AVG AUM / ADVISOR
$387.2K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Oak glacier Vector
Investment Themes
Signal ember Meridian
Investment Vehicles
Unison focus
Services
Timber Catalyst Wave catalyst Vital pioneer Alpha Vertex Legacy peak
Owner & Executives
J
JAMES BRIAN HICKMAN
Chief Compliance Officer, Registered Investment Advisor
- CRD
- #2336338
- Ownership
- 75% or more
(940) 977-2401
bridge.optima@meridiancapital.com
in linkedin.com/in/momentum-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,915,540 | -- |
| Non-Discretionary | $2,154,958 | -- |
| Total | $22,070,498 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,070,498
Equity - OTC:
19.5% Equity - Exchange:
12.5% Cash:
20.6% Other:
9.3% Corporate - Investment Grade:
19.7% Corporate - Non-Investment Grade:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $978,379,565 | 19.5% |
| Equity - Exchange | $627,166,388 | 12.5% |
| Cash | $1,033,570,207 | 20.6% |
| Other | $466,611,792 | 9.3% |
| Corporate - Investment Grade | $988,414,227 | 19.7% |
| Corporate - Non-Investment Grade | $923,188,923 | 18.4% |
| Total | $5,017,331,102 | 100.0% |