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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-30-2018
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Oakton Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN BRUCE LOZER
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #5504673
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Oakton Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.