$24.8M Total AUM
$22.3M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist · Interactive Brokers · Pershing
- Clients
- Retail and Institutional
- Platforms
- Peak focusOak
- Established Date
- 04-06-2012
- Office Locations
- 1
Office Locations
1025 Montgomery Hwy. Suite 113 Vestavia Hills AL
About OLD OAK Advisors, LLC
Old Oak Advisors, LLC is a Vestavia Hills, AL RIA providing financial planning and portfolio construction, including tax and estate planning, with a focus on business owners. Portfolios emphasize asset allocation and risk management and commonly use public funds and ETFs. The firm custodies with Altruist and uses tools such as Black Diamond and RightCapital.
Team overview
49 AVG AGE
$24.8M AVG AUM / ADVISOR
$434.6K AVG AUM / CLIENT
14.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Radial north Vector
Client Personas
Signal element
Custodian
Alpha capital Fusion Catalyst Atlas
Investment Themes
Frontier matrix Glacier summit
Investment Vehicles
Legacy prime
Platform
Vital wave
Services
Peak Meridian meridian Wave Capital
Technology
Oak Bridge vital
Owner & Executives
JEFFREY MICHAEL FLORIO
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6012087
- Ownership
- 75% or more
(952) 409-5904
catalyst.value@primecapital.com
in linkedin.com/in/capital-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,322,854 | -- |
| Non-Discretionary | $2,450,712 | -- |
| Total | $24,773,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,773,566
Public Funds:
21.9% Equity - Exchange:
23.2% Cash:
23.6% Derivatives:
31.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $996,277,830 | 21.9% |
| Equity - Exchange | $1,055,417,609 | 23.2% |
| Cash | $1,073,614,465 | 23.6% |
| Derivatives | $1,423,903,930 | 31.3% |
| Total | $4,549,213,834 | 100.0% |