Oak Root LLC
Oak Root LLC is a California-based investment adviser founded in June 2015 by Kevin Charles Root. Headquartered in Montecito, CA, the firm specializes in serving private clients and their families by providing personalized investment advisory services rooted in rigorous academic research and market expertise. Oak Root LLC maintains a highly client-focused approach, reflected in its selective new client policy, accepting only through referral. The firm employs a small team, which enables a high-touch, bespoke advisory experience for a select group of high-net-worth individuals and charitable organizations.
Investment Strategy
Oak Root LLC's investment strategy centers around individualized portfolio management, drawing from rigorous academic research and deep market understanding. The firm prioritizes a 'family-first' mindset, tailoring investment solutions to the specific needs of high-net-worth clients and their families. Oak Root advocates diversified, long-term investing, emphasizing risk management, thoughtful asset allocation, and a high level of client service. Their approach avoids product-driven sales, instead focusing on advocacy for each client’s unique goals and circumstances.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 38.18% | $329.7M | 3,032,705 | $81.75 | $108.70 | +$23.9M |
A AVLC | AMERICAN CENTY ETF TR | 23.68% | $204.5M | 2,672,975 | $55.62 | $76.51 | +$11.2M |
A AVDE | AMERICAN CENTY ETF TR | 13.84% | $119.5M | 1,514,299 | $60.46 | $78.90 | +$7.4M |
A AVEM | AMERICAN CENTY ETF TR | 10.15% | $87.7M | 1,167,215 | $56.41 | $75.11 | +$7.7M |
V VOO | VANGUARD INDEX FDS | 4.34% | $37.5M | 61,187 | $444.35 | $612.38 | +$1.9M |