O
CRD: 113450
Oakvale Investments Inc.
Fairfax, CA
4155263726
$72.9M Total AUM
$72.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-1996
- Office Locations
- 1
Office Locations
-- Fairfax CA
About Oakvale Investments Inc.
Oakvale Investments Inc. is a Fairfax-based RIA. The firm has been operating for 30 years. Managing $72.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$72.9M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
30.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Oak
Services
Glacier peak North
Owner & Executives
CHRISTOPHER WEIMAR MCKEON
Chief Executive Officer
- CRD
- #2641728
- Ownership
- 75% or more
(717) 523-2291
frontier.insight@insightcapital.com
in linkedin.com/in/ember-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,852,554 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,852,554 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,852,554
Equity - Exchange:
10.3% Other:
40.6% Cash:
49.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $158,203,668 | 10.3% |
| Other | $623,598,923 | 40.6% |
| Cash | $754,155,347 | 49.1% |
| Total | $1,535,957,938 | 100.0% |