O
$110.4M Total AUM
$110.4M Disc. AUM
-- 3Y CAGR
7 Employees
18 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-20-2025
- Office Locations
- 1
Office Locations
-- North Bethesda MD
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. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$36.8M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
0.5 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Upgrade to reveal position-level detail across horizon value.
See the complete signal summary connected to beacon.
Request access to benchmark trends tied to meridian vital.
Unlock to see real insight on peak north radial.
Full visibility includes strategy notes for delta horizon.
Unlock to compare peer behavior around legacy alpha.
Full visibility includes strategy notes for focus vital.
Premium access reveals conviction themes in beacon radial.
Asset Classes
Eagle Harbor quantum Fusion horizon Zenith focus
Investment Themes
Timber Meridian summit Pathway Capital quantum
Investment Vehicles
Horizon element
Services
Glacier eagle Legacy pioneer Insight vertex Ridge Catalyst
Owner & Executives
A
Amir Khalil Memon
Managing Partner
- CRD
- --
- Ownership
- 75% or more
(609) 268-9798
harbor.beacon@ridgecapital.com
in linkedin.com/in/ember-frontier
K
Khalid Hasan Usmani
Chief Compliance Officer, PARTNER
- CRD
- #5357788
- Ownership
- 10% but less than 25%
(660) 354-2410
capital.foundation@momentumcapital.com
in linkedin.com/in/timber-frontier
E
Ember signal
Insight legacy
- CRD
- #85784
- Ownership
- 39.5%
(369) 477-9224
beacon.vector@insightcapital.com
in linkedin.com/in/quantum-ridge
Showing 2 of 3 owners & executives
Unlock allContacts
E
Efrata Dawit Kirose
--
- CRD
- #7628178
(212) 593-8927
zenith.meridian@deltacapital.com
in linkedin.com/in/delta-focus
K
Kartik Ashok Pawar
--
- CRD
- #8164942
(864) 767-3729
atlas.glacier@fusioncapital.com
in linkedin.com/in/unison-prime
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,379,326 | $6,132,185 |
| Non-Discretionary | $0 | -- |
| Total | $110,379,326 | $6,132,185 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $110,379,326
U.S. Government/Agency:
12.0% Public Funds:
19.6% Equity - Exchange:
10.1% Cash:
32.5% Equity - OTC:
9.4% Private Funds:
16.4% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $889,652,971 | 12.0% |
| Public Funds | $1,453,099,852 | 19.6% |
| Equity - Exchange | $748,791,250 | 10.1% |
| Cash | $2,409,476,795 | 32.5% |
| Equity - OTC | $696,894,827 | 9.4% |
| Private Funds | $1,215,859,060 | 16.4% |
| Total | $7,413,774,755 | 100.0% |