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Oakley Financial LLC

Oakley Financial LLC. CRD 328793

Oakley Financial LLC logo

CRD: 328793

Oakley Financial LLC

Fort Mill, SC
5854652220
www.oakley401k.com
$53.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Empower · John Hancock · Matrix Trust · Principal · Voya Financial
Clients
Retail and Institutional
Platforms
--
Established Date
03-18-2024
Office Locations
1

Office Locations

-- Fort Mill SC

About Oakley Financial LLC

Oa(k)ley Financial LLC is a family-owned retirement plan advisory firm in Fort Mill, SC, focused exclusively on employer-sponsored plans (401(k), 403(b), 457(b), cash balance, ESOP and non-qualified). As a Registered Investment Advisor and named co-fiduciary, it helps plan sponsors design and oversee plans, select and monitor investments, benchmark fees/providers, and deliver on-site, action-oriented participant education while documenting processes to support DOL/ERISA compliance.

Team overview

41 AVG AGE
$53.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Unison prime Zenith vertex Horizon wave

Client Personas

Vector pathway Oak foundation

Custodian

Bridge Zenith matrix

Investment Themes

Delta pioneer

Investment Vehicles

Vector peak

Services

Prime ember Oak Delta horizon

Owner & Executives

AARON OAKLEY FINCH

AARON OAKLEY FINCH

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#4964803
Ownership
75% or more
(269) 471-3640
alpha.fusion@capitalcapital.com
in linkedin.com/in/oak-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $53,306,567 --
Total $53,306,567 --

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Separately Managed Accounts

Total SMA Asset: $53,306,567

$53.3M Total SMA
Public Funds:
28.7%
Equity - Exchange:
71.3%
Asset class Assets Assets %
Public Funds $206,455,678 28.7%
Equity - Exchange $512,902,085 71.3%
Total $719,357,763 100.0%

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