OAK ROOT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $920.0M |
| Discretionary | $909.0M99% of AUM |
| Non-Discretionary | $11.0M |
| Client Accounts | 103 |
| Avg Account Size | $8.9M |
| Employees | 2 |
| Peak AUM | $920.0MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $920M | +13.2% | +10.5% | +1.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $920.0M |
| Discretionary | $909.0M |
| Employees | 2 |
| Client Accounts | 103 |
| Client Range | 11-25 |
Contact & Location
Phone
805-395-9767
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$909M
98.8% of AUM
Non-Discretionary
$11M
1.2% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Structure
No related registrations reported