Christopher Brown
Oake Financial · Charlotte, North Carolina
Christopher Brown is a fee-only financial advisor at Oake Financial in Charlotte, North Carolina, who holds the CFP and CFA credentials. Oake Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oake Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.8M across 23 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 2958994 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oakefinancial.com |
How Christopher's firm compares
- Oake Financial's average account is about $1.0 million, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Christopher
Is Christopher Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Oake Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Oake Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Brown based?
Christopher Brown is based in Charlotte, North Carolina.
What credentials does Christopher Brown hold?
Christopher Brown holds the CFP and CFA credentials.
Is Christopher Brown registered with the SEC?
Yes. Christopher Brown is registered as an investment adviser representative in NC (CRD 2958994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oake Financial manage?
Oake Financial reports $23.8M across 23 accounts in assets under management.
How do I contact Christopher Brown?
Through Christopher's website, www.oakefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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