Overview
Assets Under Management: $390 million
Headquarters: SOUTH EASTON, MA
High-Net-Worth Clients: 115
Average Client Assets: $2 million
Frequently Asked Questions
GREAT OAK CAPITAL PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281045), GREAT OAK CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
GREAT OAK CAPITAL PARTNERS, LLC is headquartered in SOUTH EASTON, MA.
GREAT OAK CAPITAL PARTNERS, LLC serves 115 high-net-worth clients according to their SEC filing dated June 16, 2025. View client details ↓
According to their SEC Form ADV, GREAT OAK CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GREAT OAK CAPITAL PARTNERS, LLC manages $390 million in client assets according to their SEC filing dated June 16, 2025.
According to their SEC Form ADV, GREAT OAK CAPITAL PARTNERS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,760
Discretionary Accounts: 1,756
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 281045
Filing ID: 1997785
Last Filing Date: 2025-06-16 10:20:00
Website: https://greatoakcp.com