SOUTH EASTON, MACRD 281045Latest ADV April 9, 2026
Great Oak Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in South Easton, MA. Its latest Form ADV filing, dated April 9, 2026, reports $478M in regulatory assets under management, 7 employees, 2 offices, and 1,871 accounts.
Assets Under Management
$478M
Employees
7
Offices
2 offices
Total Clients
591
Primary office
SOUTH EASTON, MA
105R DEPOT STREET, SUITE 5, SOUTH EASTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.6% of total clients.
Top client categories% of clientsClients
1
Individuals
75.6%
447
2
HNWI
24.4%
144
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$478Mas of April 9, 2026
Discretionary97.8%
$467M
98% of total RAUM97.8%
Non-discretionary2.2%
$11M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$478M
Total Accounts1,871
10Y AUM Change+$368M (+336.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee84:1
10Y Employee Change+4 (+133.3%)
* 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.