# 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.

- CRD: 334282
- Filed as: ONE OAK
- Legal name: One Oak Holdings LLC
- Also doing business as: ONEWELL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334282
- AdvisorCensus page: https://advisorcensus.com/firm/one-oak-334282

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Hourly rate: $250 an hour (Financial Consulting)

> For the purposes of Financial Consulting, One Oak charges a fee of $250 per hour.

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.
- Morgan Stanley

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: $110,379,326
- Discretionary: $110,379,326
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $70,144,122 |
| Charitable organizations | 13 | $40,235,204 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NJ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investonewell.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Oak (CRD 334282): Form ADV filing data as of October 2026.