Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. We serve our clients as unique partners requiring individualized strategies to meet their financial goals. With a combined experience of over 150 years and a dedication to continued education, we offer an objective perspective on our clients’ finances. We help them make informed decisions so they can feel good about their wealth. Above all else, we are dedicated to high-value reliable service and excellence; creating comprehensive financial strategies – because it’s the right thing to do. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Oak Capital Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-163541(02/22)(exp.02/26)
View Top Employees from Oak Capital Management, LLCWebsite | http://www.oakcapitalmgt.com |
Revenue | $4 million |
Employees | 17 (17 on RocketReach) |
Founded | 2010 |
Address | 501 Wando Park Blvd Suite 140, Mount Pleasant, South Carolina 29464, US |
Phone | (843) 849-7878 |
Fax | (704) 540-2999 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Commencement Financial Planning LLC, Garcia Wealth Management Group, Mosaic Wealth Strategies, LLC |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Oak Capital Management, LLC employee's phone or email?
The Oak Capital Management, LLC annual revenue was $4 million in 2024.
Michael Bynarowicz is the Partner of Oak Capital Management, LLC.
17 people are employed at Oak Capital Management, LLC.
Oak Capital Management, LLC is based in Mount Pleasant, South Carolina.
The NAICS codes for Oak Capital Management, LLC are [52, 523].
The SIC codes for Oak Capital Management, LLC are [621, 62].