# Great Oak Capital Partners, LLC

> 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.

- CRD: 281045
- Filed as: GREAT OAK CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: South Easton, MA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281045
- AdvisorCensus page: https://advisorcensus.com/firm/great-oak-capital-partners-llc-south-easton-ma-281045

## Quick answers

**How is Great Oak Capital Partners, LLC compensated?**
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).

**How much does Great Oak Capital Partners, LLC charge?**
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.

**Where is Great Oak Capital Partners, LLC located?**
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).

**Is Great Oak Capital Partners, LLC registered with the SEC or a state?**
Great Oak Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 281045.

**How much does Great Oak Capital Partners, LLC manage?**
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).

**How have Great Oak Capital Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Great Oak Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (447); high net worth individuals (144).

**Which custodians does Great Oak Capital Partners, LLC use?**
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.

**Does Great Oak Capital Partners, LLC report any disciplinary disclosures?**
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

**Does Great Oak Capital Partners, LLC state an account minimum?**
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."

**What changed in Great Oak Capital Partners, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Great Oak generally requires a minimum relationship size of $500,000, which may be reduced at the sole discretion of the Advisor.

- Hourly rate: $250 an hour (financial planning services)

> Great Oak offers financial planning services at an hourly rate of up to $250 per hour or based on a fixed fee per engagement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $477,932,440
- Discretionary: $467,414,062
- Non-discretionary: $10,518,378

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 447 | $151,209,043 |
| High net worth individuals | 144 | $316,205,019 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $10,518,378 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, MA, ME, NH, NY, PA, RI, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Plantation, FL
- Plymouth, MA

### Websites listed on Form ADV (Item 1.I)
- [greatoakcp.com](https://greatoakcp.com)
- Facebook @GREATOAKCP
- LinkedIn @7936563
- LinkedIn @greenandgold

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $182,000,000 | 4 | September 22, 2021 |
| October 2022 | $267,000,000 | 4 | August 26, 2022 |
| October 2023 | $268,000,000 | 4 | February 23, 2023 |
| October 2024 | $320,516,393 | 5 | August 14, 2024 |
| October 2025 | $390,331,995 | 6 | June 16, 2025 |
| October 2026 | $477,932,440 | 7 | April 9, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in CA.

### March 2026
- Regulatory assets under management went from $390,331,995 to $477,932,440 (+22%).
- Added an office in Plymouth, MA.

### December 2025
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Great Oak Capital Partners, LLC (CRD 281045): Form ADV filing data as of October 2026.