RIA Intel›Advisers›Florida›THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

Advisory

CLEARWATER, FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL
#2,288
of 2,610 advisers by AUM
Average account
$105K
across 57 accounts
AUM per adviser
$3M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$6M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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