RIA IntelAdvisersTexasFONDREN OAKS CAPITAL MANAGEMENT, LLC

FONDREN OAKS CAPITAL MANAGEMENT, LLC

Advisory

DALLAS, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX
#2,090
of 2,813 advisers by AUM
Average account
$507K
across 45 accounts
AUM per adviser
$11M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$23M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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