Institutional
    SEC Registered

    Oak Harbor Capital, LLC

    Registered investment advisor · Las Vegas, Nevada · CRD #169089

    Assets Under Management
    $442M
    Client Accounts
    18
    Employees
    20
    CRD Number
    169089
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oak Harbor Capital, LLC

    Oak Harbor Capital, LLC is a specialized investment management firm focused on consumer receivables, having invested over $4 billion since its founding in 2010. The firm offers financial planning, consulting, and investment management services. It has a revenue of $15 million.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Oak Harbor Capital, LLC's AUM?

    Oak Harbor Capital, LLC reports approximately $442M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oak Harbor Capital, LLC headquartered?

    Oak Harbor Capital, LLC is headquartered in Las Vegas, Nevada.

    What is Oak Harbor Capital, LLC's CRD number?

    Oak Harbor Capital, LLC's CRD number is 169089. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oak Harbor Capital, LLC manage?

    Oak Harbor Capital, LLC manages approximately 18 client accounts according to its latest SEC filing.

    Is Oak Harbor Capital, LLC SEC registered?

    Yes, Oak Harbor Capital, LLC is registered with the SEC as an investment adviser with an approved registration status.

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