$102.5M Total AUM
$102.5M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Tiaa · Truist Bank
- Clients
- Retail
- Platforms
- Momentum timberUnison ember +more
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
5793 THE Square Suite 9 Crozet VA
About Oakleigh Wealth Services
Oakleigh Wealth Services is a fiduciary, flat-fee-only RIA providing tax-efficient financial planning and investment management for families within 10 years of retirement and for retirees. The firm specializes in retirement income planning, long-term tax strategy, and guidance on Social Security and Medicare/healthcare decisions, with a holistic focus on aligning money with client goals.
Team overview
-- AVG AGE
$51.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
3.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Crest ridge Fusion alpha Vertex Zenith signal Oak Delta catalyst
Client Personas
Peak optima Vital
Custodian
Pathway Eagle fusion Pioneer glacier Insight Zenith Radial
Investment Themes
Alpha Wave meridian
Investment Vehicles
Legacy Element
Platform
Radial
Services
Delta Value glacier Peak Signal North legacy
Technology
Element Catalyst crest Radial Optima harbor Unison
Owner & Executives
Colin T Page
Chief Compliance Officer, Financial Planner, FOUNDER, Managing Member
- CRD
- #7665378
- Ownership
- 75% or more
(559) 560-6733
optima.north@northcapital.com
in linkedin.com/in/horizon-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,494,493 | -- |
| Non-Discretionary | $0 | -- |
| Total | $102,494,493 | -- |
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Separately Managed Accounts
Total SMA Asset: $102,494,493
Public Funds:
28.6% Equity - Exchange:
24.0% Cash:
28.5% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $234,565,644 | 28.6% |
| Equity - Exchange | $196,838,302 | 24.0% |
| Cash | $233,745,484 | 28.5% |
| U.S. Government/Agency | $155,010,163 | 18.9% |
| Total | $820,159,593 | 100.0% |