Oak Family Advisors, LLC Employee Directory

Q: What is Oak Family Advisors, LLC known for?

Oak Family Advisors, LLC was founded in 2006. Oak Family Advisors, LLC operates in the Financial Services industry.

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

Oak Family Advisors, LLC has approximately 4 employees.

Financial ServicesIllinois, United States2-10 Employees

Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families.  OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client’s best interest in mind.

The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.

Find Oak Family Advisors, LLC employees' phone numbers or email addresses

Oak Family Advisors, LLC Global Highlights

North America
8

United States Of America
8

Oak Family Advisors, LLC's Leadership

F. T.
Chief Investment Officer
Mobile Phone
Email
T. W.
Chief Investment Officer
Mobile Phone
Email
J. H. 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. H. F.
Chairman
Mobile Phone
Email
United States
Nov 11, 2025
F. T.
Chief Investment Officer
Mobile Phone
Email
Oct 17, 2024
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 4 employees as of February 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 February 2026, Oak Family Advisors, LLC's key employees include:

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

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