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Oak Forest Investment Management Inc (Bethesda)


Oak Forest Investment Management Inc is a large advisory firm based in Bethesda. It manages $55 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.

Oak Forest Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oak Forest Investment Management: assets under management

The assets under management (AUM) of Oak Forest Investment Management Inc is $55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oak Forest Investment Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Oak Forest Investment Management Inc performs its advisory services is located at 9705 Carmel Court, Bethesda, MD 20817, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-530-9201 or by fax 301-530-9201. The normal business hours are 9 am-5 pm on Monday - Friday.


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