THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

THREE OAKS PARTNERS INVESTMENT COUNSEL LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 333279). Regulatory assets under management: $6.0M.

Registration

• CRD: 333279
• Type: Registered investment adviser
• Location: 1901 ULMERTON ROAD, CLEARWATER, FL, 33762
• Phone: 727-228-0673
• Latest filing: 2026-03-31
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 2
• Accounts: 57

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333279 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search