Oak Capital Management, LLC

www.oakcapitalmgt.com

Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. We serve our clients as unique partners requiring individualized strategies to meet their financial goals. With a combined experience of over 150 years and a dedication to continued education, we offer an objective perspective on our clients’ finances. We help them make informed decisions so they can feel good about their wealth. Above all else, we are dedicated to high-value reliable service and excellence; creating comprehensive financial strategies – because it’s the right thing to do. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oak Capital Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-163541(02/22)(exp.02/26)

Read more

Reach decision makers at Oak Capital Management, LLC

Lusha Magic

Free credit every month!

Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. We serve our clients as unique partners requiring individualized strategies to meet their financial goals. With a combined experience of over 150 years and a dedication to continued education, we offer an objective perspective on our clients’ finances. We help them make informed decisions so they can feel good about their wealth. Above all else, we are dedicated to high-value reliable service and excellence; creating comprehensive financial strategies – because it’s the right thing to do. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oak Capital Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-163541(02/22)(exp.02/26)

Read more
icon

Country

icon

State

South Carolina

icon

City (Headquarters)

Mount Pleasant

icon

Employees

11-50

icon

Founded

2010

icon

Estimated Revenue

$1 to $1,000,000

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • General Member Board

    Email ****** @****.com
    Phone (***) ****-****
  • Junior Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Administrative Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(48)

Reach decision makers at Oak Capital Management, LLC

Free credits every month!

My account

Sign up now to uncover all the contact details