$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
146 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- AlphaFusion crest
- Established Date
- 03-03-2023
- Office Locations
- 1
Office Locations
921 N Trenton ST Ruston LA
About Oakwater Financial
Oakwater Financial is a retail-focused RIA in Ruston, Louisiana offering financial planning, retirement plan and insurance planning, and portfolio construction. Portfolios use a mix of public funds and ETFs, with an emphasis on asset allocation and socially responsible investing when appropriate. Custody includes Altruist and Charles Schwab. Founded in 2023 by Thomas Parrish Bates (CEO/CCO).
Team overview
-- AVG AGE
$15.3M AVG AUM / ADVISOR
$105.0K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Wave bridge Ridge Insight Capital pathway Horizon
Client Personas
Bridge eagle Glacier foundation
Custodian
Catalyst radial Crest Peak element Glacier eagle Ember Vertex fusion Element
Investment Themes
Vital Signal Atlas ridge Capital frontier
Investment Vehicles
Vital
Platform
Pathway vertex
Services
Signal horizon Vector vertex Crest Peak zenith Timber ember Wave Harbor Frontier momentum
Technology
Fusion Summit oak
Owner & Executives
T
Thomas Parrish Bates
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7694484
- Ownership
- 75% or more
(857) 762-8285
eagle.element@atlascapital.com
in linkedin.com/in/summit-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,332,633 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,332,633 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,332,633
Public Funds:
36.8% Equity - Exchange:
24.5% Cash:
38.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,658,118,456 | 36.8% |
| Equity - Exchange | $1,769,671,254 | 24.5% |
| Cash | $2,795,358,267 | 38.7% |
| Total | $7,223,147,977 | 100.0% |