{
  "crd_number": 281045,
  "slug": "great-oak-capital-partners-llc-south-easton-ma-281045",
  "primary_business_name": "GREAT OAK CAPITAL PARTNERS, LLC",
  "legal_name": "GREAT OAK CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "South Easton",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "39300",
  "metro": {
    "cbsa_code": "39300",
    "common_name": "Providence",
    "msa_name": "Providence-Warwick, RI-MA",
    "path": "/advisors/ri/providence"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-05-24",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": 477932440.0,
  "raum_discretionary": 467414062.0,
  "raum_non_discretionary": 10518378.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 151209043.0,
      "count": 447
    },
    "pension_profit_sharing": {
      "raum": 10518378.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 316205019.0,
      "count": 144
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "MA",
    "ME",
    "NH",
    "NY",
    "PA",
    "RI",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/GREATOAKCP?RF=977171312366828",
    "https://greatoakcp.com",
    "https://linkedin.com/COMPANY/7936563",
    "https://linkedin.com/in/greenandgold"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281045",
  "city_as_filed": "SOUTH EASTON",
  "url": "https://advisorcensus.com/firm/great-oak-capital-partners-llc-south-easton-ma-281045",
  "display_name": "Great Oak Capital Partners, LLC",
  "summary": "Great Oak Capital Partners, LLC is an SEC-registered investment advisory firm in South Easton, MA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. Great Oak Capital Partners, LLC (CRD 281045): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Great Oak Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Great Oak Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Great Oak Capital Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 9, 2026 states: Hourly rate: $250 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Great Oak Capital Partners, LLC located?",
      "a": "Great Oak Capital Partners, LLC's principal office is in South Easton, MA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Great Oak Capital Partners, LLC registered with the SEC or a state?",
      "a": "Great Oak Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 281045."
    },
    {
      "q": "How much does Great Oak Capital Partners, LLC manage?",
      "a": "Great Oak Capital Partners, LLC reports $477,932,440 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (98% discretionary)."
    },
    {
      "q": "How have Great Oak Capital Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Great Oak Capital Partners, LLC: Regulatory assets under management: $182,000,000 in the October 2021 data and $477,932,440 in the October 2026 data, up 163%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Great Oak Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (447); high net worth individuals (144)."
    },
    {
      "q": "Which custodians does Great Oak Capital Partners, LLC use?",
      "a": "Great Oak Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Great Oak Capital Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281045"
    },
    {
      "q": "Does Great Oak Capital Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 9, 2026 says: \"Great Oak generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Great Oak Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 182000000.0,
      "total_employees": 4,
      "filing_date": "2021-09-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 267000000.0,
      "total_employees": 4,
      "filing_date": "2022-08-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 268000000.0,
      "total_employees": 4,
      "filing_date": "2023-02-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 320516393.0,
      "total_employees": 5,
      "filing_date": "2024-08-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 390331995.0,
      "total_employees": 6,
      "filing_date": "2025-06-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 477932440.0,
      "total_employees": 7,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $390,331,995 to $477,932,440 (+22%).",
        "Added an office in Plymouth, MA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Great Oak generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (financial planning services)"
        ],
        "quotes": [
          "Great Oak offers financial planning services at an hourly rate of up to $250 per hour or based on a fixed fee per engagement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Great Oak generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor.",
      "Great Oak offers financial planning services at an hourly rate of up to $250 per hour or based on a fixed fee per engagement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/great-oak-capital-partners-llc-south-easton-ma-281045.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 447,
      "fewer_than_5": false,
      "raum": 151209043.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 144,
      "fewer_than_5": false,
      "raum": 316205019.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 10518378.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281045",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}