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Kevin Charles Root

OAK ROOT LLC·MONTECITO, California
Unclaimed Profile
1059 SUMMIT ROAD, MONTECITO, CA 93108CRD# 5553574Firm CRD# 246788
01

About

Kevin Charles Root is a registered financial advisor based in MONTECITO, California, affiliated with OAK ROOT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAK ROOT LLC
OAK ROOT LLC
AUM
$777M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OAK ROOT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 5553574
Firm CRD# 246788
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Charles Root offer?
Kevin Charles Root specializes in Financial Planning, Investment Management. Contact their office in MONTECITO, California for a consultation.
What are Kevin Charles Root's credentials?
Kevin Charles Root is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Charles Root located?
Kevin Charles Root is based in MONTECITO, California, working with OAK ROOT LLC. Their office serves clients in the MONTECITO metropolitan area and surrounding communities.
How does Kevin Charles Root charge for services?
Kevin Charles Root's firm is compensated through percentage of aum, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK ROOT LLC?
OAK ROOT LLC has approximately 2 employees and manages $777M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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