Oak Capital Management, LLC Employee Directory

Financial ServicesSouth Carolina, United States11-50 Employees

Oak Capital Management, LLC is a comprehensive Financial Services and Wealth Management firm.

Our mission is to help clients with their financial goals and give them the guidance to achieve financial independence. Through our state of the art planning platform, our client's lives are simplified through online access to all thier accounts.

Our process and independent research have differentiated us as leaders in our industry. We customize our financial programs and strategies for each client, one at a time, and meet with them regularly to monitor their progress.

Combined, our professionals have over one-hundred years experience in financial planning and wealth management, while our staff are eager to help you when needed.

Contact our firm today or call (843) 849 - 7878 to arrange a no-cost, no-obligation consultation. We will evaluate your situation and discuss how our experience in financial planning and wealth management can benefit you.

AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.   [Oak Capital Management, LLC] is not owned or operated by AXA Advisors or its affiliates.]

Find Oak Capital Management, LLC employees' phone numbers or email addresses

Oak Capital Management, LLC Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Oak Capital Management, LLC's Leadership

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    W. J. J. M. C.
    Vice President Of Operations And Physicians Services
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    D. D.
    Partner
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  • Stylized image of a person
    G. H.
    Partner
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  • Stylized image of a person
    M. B.
    Partner
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    M. R.
    Partner
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  • Stylized image of a person
    S. D.
    Partner
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    T. B.
    Managing Partner
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  • Stylized image of a person
    C. J.
    Associate
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Contact profiles from Oak Capital Management, LLC

Name
Title
Contact Info
Location
Last Update
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    D. D.
    Partner
    Phone icon
    UNITED STATES
    Aug 04, 2023
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    G. H.
    Partner
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    Oct 16, 2024
  • Stylized image of a person
    M. B.
    Partner
    Phone icon
    United StatesSouth Carolina
    Apr 25, 2025
  • Stylized image of a person
    M. R.
    Partner
    Phone icon
    Jul 07, 2024
  • Stylized image of a person
    S. D.
    Partner
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    United StatesSouth Carolina
    Sep 17, 2024
  • Stylized image of a person
    T. B.
    Managing Partner
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    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    W. J. J. M. C.
    Vice President Of Operations And Physicians Services
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    C. J.
    Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    C. B.
    Executive Assistant
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    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    J. P.
    Associate
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    Oct 16, 2024

Frequently Asked Questions

What is Oak Capital Management, LLC known for?

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Oak Capital Management, LLC operates in the Financial Services industry. The company's main headquarters is located in 501 Wando Park Boulevard, Suite 140; you can contact the main corporate office by phone at . Explore Oak Capital Management, LLC's company overview page for more information.

What is Oak Capital Management, LLC's most common email format?

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Oak Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oak Capital Management, LLC email formats with LeadIQ.

How many employees does Oak Capital Management, LLC have currently?

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Oak Capital Management, LLC has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Oak Capital Management, LLC's key employees and leadership?

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As of December 2025, Oak Capital Management, LLC's key employees include:

  • Vice President Of Operations And Physicians Services: W. J. J. M. C.
  • Partner: D. D.
  • Partner: G. H.
  • Partner: M. B.
  • Partner: M. R.

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