Three Oaks Partners Investment Counsel LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,010,012
Total clients
19
16% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$316,316
About
Three Oaks Partners Investment Counsel LLC provides discretionary and non‑discretionary portfolio management and financial consulting to individuals, charitable organizations, and corporate clients. The firm charges asset‑based advisory fees, offers customized model portfolios, and does not participate in wrap fee programs.
The firm tailors investment strategies through ongoing monitoring and rebalancing, using a mix of fundamental, technical, cyclical analysis and modern portfolio theory, and may employ long‑ and short‑term trading, options, margin, and model allocations. Its permitted investable universe is broad and explicitly includes leveraged and digital‑asset ETFs, private placements, REITs, structured products, and interests in partnerships, and the brochure notes tax efficiency is not a primary management objective.
Notably, the firm is affiliated with a private investment vehicle (MCFIRE Capital Partners Fund 1, LP) and is owned by a holding company that also controls an equipment‑leasing business, relationships the brochure discloses as potential conflicts of interest. Despite a small adviser team and modest assets under management, the firm routinely directs custody and trade execution to a single institutional custodian and receives related institutional research and services.
Client services
Expertise
Fee options
Fixed fees between $1,500 and $7,500 for financial consulting services (fee negotiable)
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$250 per hour for stand-alone financial consulting services (fee negotiable)
Minimum fee: Minimum fee of $600 to open and maintain an advisory account; may be waived at discretion
Main office location
Three Oaks Partners Investment Counsel LLC
1901 Ulmerton Road, Suite 625 304
Clearwater FL 33762, United States
Number of offices
2
Most active in
Florida · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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