THREE OAKS CAPITAL MANAGEMENT, LLC
Doing business as THREE OAKS WEALTH. SEC Form ADV profile.
Total regulatory AUM
$100,005,394
Discretionary
$100,005,394
Non-discretionary
$0
Firm details
- CRD number
- 171082
- SEC file number
- 801-137130
- Main office
- GOLD RIVER, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.