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OAK Mountain Advisors

Headquartered in CHICAGO, IL

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Firm Information

OAK Mountain Advisors is an investment advisor based in . They provide investment research and portfolio management services for businesses and pooled investment vehicles. The firm has approximately $75 million in regulatory assets under management and serves 11 clients, including high-net-worth individuals and pooled investment vehicles.

OAK Mountain Advisors

$75.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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investment research

Investment research

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

OAK MOUNTAIN ADVISORS has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at OAK Mountain Advisors

View All 2 Advisors
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Christopher Matthew Hurst

CFA®, RA

CHICAGO, IL

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Robert Cady Bice

CFA®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for OAK Mountain Advisors.

Frequently Asked Questions (9)

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