James Crabb
James Crabb is a registered investment advisor at One Oak Capital Management, LLC, based in Purchase, NY, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Oak Capital Management manages investments for separately managed accounts and charges a fee based on the value of the account. The annual fee ranges from 0.18% to 0.30%, paid quarterly.
Location
287 Bowman Ave., Purchase, NY, 10577
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Regulatory History (1)
Criminal
December 1989Other Business Activities
James is the Director of Operations USA for Salvation for Israel Ministries, providing assistance and religious training to vulnerable populations in Israel, dedicating minimal time during business hours and a few hours per week outside of business hours. James also owns rental property since 2014.
Employment History
Current Registrations
One Oak Capital Management, LLC
Previous Registrations
Hilltop Securities INC.Broker
Associated Bond Brokers, INC.Broker
International Exchange Brokers, LLC.Broker
Associated Bond Brokers, INC.Broker
Associated Bond Brokers, INC.Broker
Acs Municipal Brokers, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.