# Grand Oak Capital Management, LLC

> Grand Oak Capital Management, LLC is an exempt reporting adviser in Houston, TX, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 298442
- Filed as: GRAND OAK CAPITAL MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 6, 2018
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298442
- AdvisorCensus page: https://advisorcensus.com/firm/grand-oak-capital-management-llc-houston-tx-298442

## Quick answers

**Where is Grand Oak Capital Management, LLC located?**
Grand Oak Capital Management, LLC's principal office is in Houston, TX, according to its Form ADV.

**How does Grand Oak Capital Management, LLC report to regulators?**
Grand Oak Capital Management, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 298442.

**Does Grand Oak Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298442

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grand Oak Capital Management, LLC (CRD 298442): Form ADV filing data as of October 2026.