OAK ROOT LLC is an SEC-registered investment adviser (CRD 246788). Regulatory assets under management: $920.0M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin Charles Root | MANAGING MEMBER | Santa Barbara, CA |
| Timothy Rasta Sykes | CHIEF COMPLIANCE OFFICER | — |
| ROOT KEVIN CHARLES | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| ROOT KEVIN C | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |