Oak Grove Capital, LLC

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Client assets under management

$819,608,225

Clients

114

75% high-net-worth

Advisors

of 2 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Typical

Average account size

$7,189,546

About

Oak Grove Capital provides discretionary investment management to individuals, high‑net‑worth clients, and business entities through separately managed accounts. The firm manages approximately $871 million on a discretionary basis and also offers financial planning and consulting to clients without charging a separate fee.

Investment decisions are implemented via actively managed, client‑specific strategies that draw on fundamental, technical, sentiment and macroeconomic analysis. Portfolios may include individual stocks, bonds, ETFs and mutual funds, but also alternative investments (for example, hedge funds and private placements) and derivative instruments such as options used for income generation, hedging and spread strategies.

What distinguishes Oak Grove from many peers is the combination of a large asset base run by a small advisory team—resulting in an unusually high AUM per adviser—and an explicit willingness to deploy derivatives within separately managed accounts. The firm also performs all investment management internally (no third‑party managers) and offers a defined "low volatility" allocation intended to target a lower beta and standard deviation than the S&P 500.

Client services

Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Private / alternative investments

Fee options

Percentage

1.2% annually

Other

Account minimum: $1,000,000 Fee-only: Fee-only investment management services

Main office location

Oak Grove Capital, LLC

Holderness NH, United States

Number of offices

Most active in

Arizona · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 412-515-8899

Advisors at this firm

Mark V

Series 63, Series 65

Holderness, NH

Oak Grove Capital, LLC

Mark Visnic is a financial advisor at Oak Grove Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oak Grove Capital since 2012. Oak Grove Capital, LLC provides discretionary portfolio management and tailored investment advice to individuals, high net worth clients, and business entities through separately managed accounts. The firm employs fundamental, technical, and sentiment analysis combined with routine use of derivatives and options strategies, offering a low-volatility allocation designed to reduce risk relative to the S&P 500.

Options & derivatives strategies Concentrated stock management Private / alternative investments

Michael M

Series 65

Cresskill, NJ

Oak Grove Capital, LLC

Michael Merley is a financial advisor at Oak Grove Capital, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience as an attorney and at Big Mountain Capital. Oak Grove Capital provides discretionary portfolio management and tailored investment advice to individuals, high net worth individuals, and business entities through separately managed accounts. The firm uses a combination of fundamental, technical, and sentiment analysis in an actively managed process, employing derivatives and options strategies for hedging, income generation, and exposure management.

Options & derivatives strategies Concentrated stock management Private / alternative investments

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