AdvisorCensus / Financial advisors / One Oak
One Oak is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is One Oak compensated?
On its Form ADV (Item 5.E, October 2026), One Oak reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does One Oak charge?
Its Form ADV Part 2A brochure dated July 15, 2026 states: Hourly rate: $250 an hour (Financial Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is One Oak registered with the SEC or a state?
One Oak is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334282.
How much does One Oak manage?
One Oak reports $110,379,326 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).
What types of clients does One Oak serve?
By number of clients on Form ADV Item 5.D: charitable organizations (13); high net worth individuals (5).
Which custodians does One Oak use?
One Oak's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.
Does One Oak 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/334282
What changed in One Oak's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $250 an hour (Financial Consulting)
The brochure's wording
For the purposes of Financial Consulting, One Oak charges a fee of $250 per hour.
As stated in the firm's Form ADV Part 2A brochure dated July 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$110,379,326 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- One Oak Holdings LLC
- Also doing business as
- ONEWELL
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 7. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. One Oak (CRD 334282): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/one-oak-334282