Overview
Assets Under Management: $165 million
High-Net-Worth Clients: 23
Average Client Assets: $6 million
Frequently Asked Questions
SCOTT W. HANCOCK 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 #161316), SCOTT W. HANCOCK is subject to fiduciary duty under federal law.
SCOTT W. HANCOCK serves 23 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, SCOTT W. HANCOCK offers portfolio management for individuals. View all service details ↓
SCOTT W. HANCOCK manages $165 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, SCOTT W. HANCOCK serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.36
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 91
Discretionary Accounts: 91
Regulatory Filings
CRD Number: 161316
Last Filing Date: 2025-01-15 00:00:00
Website: https://oakcap.net