One Oak Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Purchase, NY. Its latest Form ADV filing, dated March 31, 2026, reports $419M in regulatory assets under management, 14 employees, and 384 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.3% of total clients.
Top client categories% of clientsClients
1
Individuals
83.3%
320
2
HNWI
14.3%
55
3
Pooled Investment Vehicles
1.6%
6
4
Government
0.5%
2
5
Pension Plans
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of March 31, 2026
Discretionary100.0%
$419M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$419M
Total Accounts384
10Y AUM Change+$393M (+1544.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee27:1
10Y Employee Change+9 (+180.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.