What departments does Oak Family Advisors, LLC have?

Oak Family Advisors, LLC has employees across 2 departments including Finance, Research.

What is the largest department at Oak Family Advisors, LLC?

The largest department at Oak Family Advisors, LLC is Finance with 2 employees.

Where are Oak Family Advisors, LLC employees located globally?

Oak Family Advisors, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Oak Family Advisors, LLC's team size changed over time?

Oak Family Advisors, LLC's team has remained stable from approximately 4 to 4 employees based on available data.

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Oak Family Advisors, LLC Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Oak Family Advisors, LLC is a registered investment advisory firm based in Chicago, Illinois, focused on serving wealthy families. The firm operates within the independent advisor model, aiming to provide objective, unfettered guidance that is consistently in the client's best interests and free from institutional or corporate conflicts.

Its investment approach centers on strategic asset allocation to create diversified, long-term portfolios aligned with each client's income needs, downside risk tolerance, and time horizon, using a mix of passive and active implementation. As a small, specialized financial services firm, OFA emphasizes careful tailoring of portfolios and ongoing advisory support from its Chicago base.

Oak Family Advisors, LLC Global Highlights

North America
10

United States Of America
10

Oak Family Advisors, LLC's Leadership

F. T.
Chief Investment Officer
Mobile Phone
Email
T. W.
Chief Investment Officer
Mobile Phone
Email
J. F.
Chairman
Mobile Phone
Email
T. O.
Managing Director - Oak Family Advisors
Mobile Phone
Email
W. D.
Director Of Research
Mobile Phone
Email

Oak Family Advisors, LLC Employee Metrics

100%

50%

2026

2025

Finance
Banking
Entrepreneurship
Accounting
Administrative
Other

Contact profiles from Oak Family Advisors, LLC

Name

Title

Contact Info

Location

Last Update

J. F.
Chairman
Mobile Phone
Email
United States
Jun 27, 2026
F. T.
Chief Investment Officer
Mobile Phone
Email
Jun 25, 2026
T. W.
Chief Investment Officer
Mobile Phone
Email
Oct 21, 2024
T. O.
Managing Director - Oak Family Advisors
Mobile Phone
Email
Oct 22, 2024
W. D.
Director Of Research
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Oak Family Advisors, LLC known for?

Oak Family Advisors, LLC was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 150 North Wacker Drive Suite 1760 Chicago, Illinois 60606 United States; you can contact the main corporate office by phone at

+1-312-373-****

. Explore Oak Family Advisors, LLC's company overview page for more information.

What is Oak Family Advisors, LLC's most common email format?

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

How many employees does Oak Family Advisors, LLC have currently?

Oak Family Advisors, LLC has approximately 5 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Oak Family Advisors, LLC's key employees and leadership?

As of May 2026, Oak Family Advisors, LLC's key employees include:

Chief Investment Officer: F. T.
Chief Investment Officer: T. W.
Chairman: J. F.
Managing Director - Oak Family Advisors: T. O.
Director Of Research: W. D.

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Oak Family Advisors, LLC Employee Directory

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