Great Oak Capital Partners, LLC
Great Oak Capital Partners, LLC is a registered investment adviser headquartered in South Easton, Massachusetts. Founded in June 2015, the firm is owned and operated by John R. Noonan III, CFP® and William R. Sylvia Jr., CFP®. Great Oak provides investment advisory and asset management services to individuals, high-net-worth individuals, trusts, estates, and retirement plans, focusing primarily on model portfolios tailored to client objectives and risk profiles. As of 2025, the firm has approximately 5-6 employees, most of whom are investment professionals, and manages assets for over 550 client accounts.
Investment Strategy
Great Oak Capital Partners provides discretionary asset management based on established model portfolios, each aligned with specific investment objectives and risk tolerance levels. The firm employs a continuous supervision and rebalancing process, adjusting portfolios as market conditions change to maintain alignment with clients' objectives. Investment selection and allocation are guided by evidence-based strategies, focusing on long-term growth and suitability for each client's needs. Portfolios can be personalized subject to any client-supplied written guidelines, but the firm typically retains full discretion over security selection and portfolio construction.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL ETF TRUST | 21.33% | $81.2M | 1,390,328 | $52.81 | $58.21 | +$6.2M |
D DUHP | DIMENSIONAL ETF TRUST | 9.96% | $37.9M | 996,206 | $30.66 | $37.77 | +$3.2M |
D DFEM | DIMENSIONAL ETF TRUST | 9.51% | $36.2M | 1,120,838 | $25.82 | $32.07 | +$3.6M |
D DISV | DIMENSIONAL ETF TRUST | 8.09% | $30.8M | 860,743 | $28.52 | $35.69 | +$3.0M |
D DFCF | DIMENSIONAL ETF TRUST | 7.78% | $29.6M | 690,324 | $42.19 | $42.76 | +$1.4M |