One Oak Capital Management, LLC

% of assets managed in Purchase, NY

SEC registeredNo commissions reported

Call (914) 205-5821 Send a message Map ↗

Public-record details

Address: 287 Bowman Ave., Purchase, NY 10577
Phone: (914) 205-5821
Listed under: % of assets managed
CRD number: 170339
Registration: SEC registered since 2019-01-28
Compensation (Form ADV 5.E): Percentage of assets under management; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $418.5 million
Accounts managed: 384
Clients reported (Form ADV 5.D): 384
Individual / high-net-worth clients: 320 / 55
Employees: 14
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-03-31

SEC registered investment adviser, CRD 170339, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 170339 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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