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GREAT OAK CAPITAL PARTNERS, LLC
CRD 281045File 801-116681
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$477.9M
Above cohort median (national)
Discretionary AUM
$467.4M
Non-discretionary $10.5M
Clients
591
1,871 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 24, 2019
- Principal office
- 105R DEPOT STREET, SUITE 5, SOUTH EASTON, MA, 02375
- Phone
- (508) 230-7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $477.9M
- Discretionary AUM
- $467.4M
- Non-discretionary AUM
- $10.5M
- Discretionary accounts
- 1,867
- Non-discretionary accounts
- 4
- Total accounts
- 1,871
- AUM per client
- $809K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 144 | $316.2M |
| Pension and profit sharing plans | Fewer than 5 | $10.5M |
| Individuals (other than high net worth individuals) | 447 | $151.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.