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FONDREN OAKS CAPITAL MANAGEMENT
FONDREN OAKS CAPITAL MANAGEMENT, LLC
CRD 290726
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.5M |
| High net worth individuals | 13 | $19.3M |
All web addresses on file
Official SEC filing: View on IAPD