Oac Capital Advisors LLC
Oac Capital Advisors LLC (CRD# 317559) is a financial advisory firm headquartered in , . They manage $159,845,984 in 121 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Oac Capital Advisors LLC
By the Numbers
-
Total Assets Under Management160MILLION
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$1,321,041
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI
Financial Advisors at Oac Capital Advisors LLC
1
Nicola Corsetti (CRD# 6852226) is an Investment Advisor Representative working at Oac Capital Advisors LLC in Superior Township, MI and has 1 year of experience in the finance industry.
2
Benjamin Hein (CRD# 4027543) is an Investment Advisor Representative working at Oac Capital Advisors LLC in Miami Beach, FL and has over 15 years of experience in the finance industry.
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