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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2025
- Office Locations
- 1
Office Locations
About ONE OAK
ONE OAK is a North Bethesda-based RIA. The firm has been operating for 1 years. Managing $110.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
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 3 advisory representatives and 18 clients, or 6 clients per representative. That equates to $6.1M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Investment Themes
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- Platform
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The full ONE OAK record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Amir Khalil Memon
Managing Partner
- CRD
- --
- Ownership
- 75% or more
Khalid Hasan Usmani
Chief Compliance Officer, PARTNER
- CRD
- #5357788
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Efrata Dawit Kirose
Operations and Client Service Associate
- CRD
- #7628178
Kartik Ashok Pawar
Director, Investment Operations
- CRD
- #8164942
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,379,326 | $6,132,185 |
| Non-Discretionary | $0 | -- |
| Total | $110,379,326 | $6,132,185 |
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Separately Managed Accounts
SMA allocation detail is available
ONE OAK has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.