Oakline Advisors, LLC
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Overview
Oakline Advisors, LLC operates as an advisory company headquartered in Dallas, Texas. It handles $104.3 million in assets throughout one account, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small group, including 5 financial advisors. Oakline Advisors, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, stocks and bonds.
Oakline Advisors, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without needing the client's permission. The company's average account size is $104.3 million. The average advisor at Oakline Advisors, LLC oversees fewer than one client account, placing it among the most personalized firms in the country.
The company's main office is at 5301 Alpha Road, Dallas, Texas 75240. The company is legally registered to provide services to investors across a number of states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oakline Advisors, LLC by the Numbers
$104.3 million
6
1
$104.3 million
Fee Structure
Fees charged by financial advisors usually are based on which services are provided. However, fees billed by Oakline Advisors, LLC typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Oakline Advisors, LLC.
Available
-
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
-
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
The firm provides services to investment companies. Oakline Advisors, LLC's biggest client group is investment companies. None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Oakline Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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