OAKLEY CAPITAL GROUP

OAKLEY CAPITAL GROUP is an SEC-registered investment adviser (CRD 169427). Regulatory assets under management: $5.8M.

Registration

• CRD: 169427
• Type: Registered investment adviser
• Phone: 949-939-7617
• Latest filing: 2026-01-05
• Regulatory AUM: $5.8M
• Non-discretionary AUM: $5.8M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169427 on SEC IAPD (source of record)
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