Founded in 2014, Oak Asset Management, LLC is a Dallas-based investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm provides discretionary investment management services tailored to the specific needs and goals of its clients, which include high-net-worth individuals, foundations, endowments, and corporations. They operate on a fee-only basis, emphasizing a disciplined, value-oriented investment philosophy and a commitment to personalized client service and long-term relationships.

Founded in

United States