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FONDREN OAKS CAPITAL MANAGEMENT

FONDREN OAKS CAPITAL MANAGEMENT, LLC

CRD 290726

Visit website

3100 MONTICELLO, STE. 830, DALLAS, TX, 75205, United States

Phone

(214) 484-3073

Fax

Registration

— (—)

Source

State registered

Total AUM

$22.8M

Discretionary AUM

$22.8M

Team

2 total employees; 2 advisory reps; 15 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals6$3.5M
High net worth individuals13$19.3M

All web addresses on file

Official SEC filing: View on IAPD