The Blue Oak Group, LLC

The Blue Oak Group, LLC provides alternative investment advisory and tax‑strategy consulting to accredited individuals, trusts and corporate entities, typically as a component of a client’s broader financial plan. Its primary services described in the brochure are “Capital Solutions” (tax‑based deployment strategies) and an “Individual Endowment Approach” that introduces alternative asset exposure alongside traditional portfolios.

The firm emphasizes sponsor and investment due diligence and ongoing monitoring across alternative investments, citing examples such as traded and non‑traded REITs and BDCs, direct energy and equipment finance investments, managed futures, LPs and hedge funds. Blue Oak generally collaborates with clients’ existing legal, tax and wealth advisers, may implement traditional market exposure through third‑party advisers or sub‑advisers, and does not accept discretionary authority to manage client assets.

Noteworthy distinctions in the brochure include an affiliation with a real estate consulting business that provides services such as §1031 like‑kind exchange advice (to which the principal devotes a material portion of time), and a practice of selecting and monitoring third‑party advisers or sub‑advisers — including referral arrangements — rather than solely managing all assets in‑house. The firm also states it engages on a consulting or project basis under flat or hourly arrangements and reported no regulatory assets under management as of March 31, 2026.