FAIR OAKS FINANCIAL LLC

FAIR OAKS FINANCIAL LLC is an SEC-registered investment adviser (CRD 311765). Regulatory assets under management: $25.1M.

Registration

• CRD: 311765
• Type: Registered investment adviser
• Phone: 210-758-2583
• Latest filing: 2026-07-30
• Regulatory AUM: $25.1M
• Discretionary AUM: $25.1M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Hourly, 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 311765 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search