# OAK ROOT LLC

OAK ROOT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 246788
- Type: SEC-registered investment adviser
- SEC file number: 801-100400
- Phone: 805-395-9767
- Latest filing: 2026-06-09
- Regulatory AUM: $920.0M
- Discretionary AUM: $909.0M
- Non-discretionary AUM: $11.0M
- Clients: 2
- Accounts: 103

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/246788/brochure
- Similar advisers: https://search.stillhousedata.com/firm/246788/similar
- Related entities: https://search.stillhousedata.com/firm/246788/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/246788

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.