Mighty Oak Strong America Investment Company
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Overview
Mighty Oak Strong America Investment Company is an advisory company that has its headquarters in Mechanicsburg, Pennsylvania. Mighty Oak Strong America Investment Company administers $251.2 million in assets under management over 619 accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). The firm has a small team, including 3 financial advisors. Mighty Oak Strong America Investment Company does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, stocks and options.
Mighty Oak Strong America Investment Company administers 603 of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions without requiring client permission. It also administers 16 non-discretionary accounts totaling $9.2 million in assets. The company's average account size is $405,882. The average financial advisor at Mighty Oak Strong America Investment Company oversees about 206 client accounts.
Mighty Oak Strong America Investment Company's central office is located at 940 Century Drive, Mechanicsburg, Pennsylvania 17055-4376. Mighty Oak Strong America Investment Company is legally permitted to provide services to clients in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mighty Oak Strong America Investment Company by the Numbers
$251.2 million
4
619
$405.9 thousand
Products and Services
Mighty Oak Strong America Investment Company offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior fiscal year, the firm provided financial planning services to 101-250 of its clients. The firm does not sell products or offer services aside from investment advice to its investment advisory accounts. It also has a number of financial industry affiliations, including with an accountant or accounting firm and lawyer or law firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely are based on the type of financial services provided. Fees charged by Mighty Oak Strong America Investment Company typically consist of the following fee type: asset-based. The company does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Mighty Oak Strong America Investment Company provides services to retail investors and high net worth investors. Out of its 619 customers, Mighty Oak Strong America Investment Company's largest client group by number of accounts is retail investors, though it also manages money for 80 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 48.48%
- Other Individuals - 51.52%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mighty Oak Strong America Investment Company does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mighty Oak Strong America Investment Company
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
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