Oak Root LLC
● SEC registered since 2015CRD 246788SEC# 801-100400
Reg. AUM
$920M
Employees
2
Accounts
103
Location
—
About Oak Root
Oak Root is a registered investment adviser serving private clients and their families with an approach informed by academic research and a family-first mindset. New clients are accepted by referral only.
Summary based on the firm’s website.
Oak Root LLC assets under management
Oak Root LLC is an SEC-registered investment adviser. The firm has been registered since 2015. It reports $920 million in regulatory assets under management and employs 2 people.
Oak Root LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Charles Root Control | Managing Member | Over 75% | 2015 |
| Timothy Rasta Sykes Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Oak Root LLC manage?
Oak Root LLC reports $920 million in regulatory assets under management on its Form ADV.
How many employees does Oak Root LLC have?
Oak Root LLC reports 2 employees.
Does Oak Root LLC disclose fund performance?
Oak Root LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 805-395-9767 |
| Fax | 000-000-0000 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$920M▲ 13%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$920Mregulatory AUM
Discretionary $909MNon-discretionary $11M