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Oakton Financial, LLC

Oakton Financial, LLC. CRD 297609

Oakton Financial, LLC logo

CRD: 297609

Oakton Financial, LLC

Reston, VA, 20190
7038715014
oaktonfinancial.com
$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
UnisonVector
Established Date
07-30-2018
Office Locations
1

Office Locations

11710 Plaza America Drive Suite 2000 Reston VA

About Oakton Financial, LLC

Oakton Financial, LLC is a fee-only, fiduciary RIA providing comprehensive financial planning and portfolio management, with pricing based on services rather than assets. The firm builds personalized, globally diversified portfolios grounded in academic research, emphasizing market pricing, disciplined investing, and avoiding market timing. Based in Reston, VA and led by CFP professional Kevin Lozer; custody includes Charles Schwab.

Team overview

49 AVG AGE
$20.4M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Meridian vector Fusion insight Peak

Client Personas

Atlas prime Momentum frontier

Custodian

Harbor wave

Investment Themes

Capital zenith Summit capital

Investment Vehicles

Vital

Services

Vector Vector Frontier Radial Alpha north Element Frontier vital Glacier ember

Technology

Meridian optima Value signal

Owner & Executives

KEVIN BRUCE LOZER

KEVIN BRUCE LOZER

Chief Compliance Officer, Managing Member, PRINCIPAL

CRD
#5504673
Ownership
75% or more
(472) 903-2643
pathway.momentum@unisoncapital.com
in linkedin.com/in/fusion-legacy

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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 $20,381,198 --
Non-Discretionary $0 --
Total $20,381,198 --

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Separately Managed Accounts

Total SMA Asset: $20,381,198

$20.4M Total SMA
Public Funds:
36.6%
Equity - Exchange:
50.1%
Cash:
13.3%
Asset class Assets Assets %
Public Funds $2,013,385,524 36.6%
Equity - Exchange $2,756,027,726 50.1%
Cash $731,640,095 13.3%
Total $5,501,053,345 100.0%

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