EMERGING OAKS CAPITAL LLC

EMERGING OAKS CAPITAL LLC of LAKEWAY, TX is an SEC-registered investment adviser (CRD 306759). Regulatory assets under management: $6.8M.

Registration

• CRD: 306759
• Type: Registered investment adviser
• Location: 2300 LOHMANS SPUR, LAKEWAY, TX, 78734
• Phone: 214-458-8692
• Latest filing: 2026-03-18
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.8M
• Clients: 1
• Accounts: 8

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 306759 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search