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Oak Value Capital Management, Inc (Chapel Hill)


Oak Value Capital Management, Inc is a large advisory firm based in Chapel Hill. It manages $195.2 million of regulatory assets for 89 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Georgia, and 7 other states.

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Oak Value Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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 Value Capital Management: assets under management

The assets under management (AUM) of Oak Value Capital Management, Inc is $195.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $195.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.19 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oak Value Capital Management, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chapel Hill

The principal office where Oak Value Capital Management, Inc performs its advisory services is located at 1450 Raleigh Road, Chapel Hill, NC 27517, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 919.419.1900 or by fax 919.419.9546. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at oakvalue.com.


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