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- Custodian
- Capital Group
- Clients
- Retail
- Platforms
- Quantum foundation
- Established Date
- 05-29-2014
- Office Locations
- 1
Office Locations
About Oakley Capital Group
Oakley Capital Group is a California RIA providing portfolio assessment and investment advisory to individual investors, building risk-tolerance-based allocations with broad diversification and a bias toward established dividend-paying growth companies. The firm also produces sector/industry/company research on publicly traded companies and provides analytical consulting to corporates and individuals. Public profile data indicates portfolios are primarily implemented with ETFs.
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Owner & Executives
FANNING TUCKER OAKLEY IV
PRINCIPAL
- CRD
- #2631001
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,800,000 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,800,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,949,308,367 | 60.1% |
| Cash | $2,621,920,197 | 39.9% |
| Total | $6,571,228,564 | 100.0% |