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Managing Member · Oak Root LLC

Kevin C. Root

CRD 5553574 · Named on Form ADV at one SEC-registered adviser

At a glance

Oak Root LLC, an SEC-registered wealth manager with $920 million in regulatory assets, lists Kevin C. Root on its Form ADV as Managing Member, a control person.

Firms and roles

  • Oak Root LLCManaging MemberWealth manager · United States · $920M in regulatory assets

AtlasMembers

Kevin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.