OAKTON FINANCIAL, LLC

OAKTON FINANCIAL, LLC of RESTON, VA is an SEC-registered investment adviser (CRD 297609). Regulatory assets under management: $20.4M.

Registration

• CRD: 297609
• Type: Registered investment adviser
• Location: 11710 PLAZA AMERICA DRIVE, RESTON, VA, 20190
• Phone: (703) 871-5014
• Latest filing: 2026-03-23
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 1
• Accounts: 42

Business model

Compensation: Fixed.

Clients served: Individuals, 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 297609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search