MIGHTY OAK MANAGEMENT LLC

MIGHTY OAK MANAGEMENT LLC is an SEC-registered investment adviser (CRD 127645). Regulatory assets under management: $15.0M.

Registration

• CRD: 127645
• Type: Registered investment adviser
• Phone: 203-964-9300
• Latest filing: 2026-03-29
• Regulatory AUM: $15.0M
• Discretionary AUM: $4.5M
• Non-discretionary AUM: $10.5M
• Clients: 3
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127645 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search