RIA Intel›Advisers›Connecticut›MIGHTY OAK MANAGEMENT LLC

MIGHTY OAK MANAGEMENT LLC

Advisory

CT

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in CT

#1,164

of 1,312 advisers by AUM

Average account

$250K

across 60 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$15M

Discretionary AUM$5M

Non-Discretionary AUM$11M

Discretionary %30%

Total Clients45

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, GA, MA, NM, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

24 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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