Jeffrey Sears
Fondren Oaks Capital Management · Dallas, Texas
Jeffrey Sears is a fee-only financial advisor at Fondren Oaks Capital Management in Dallas, Texas. Fondren Oaks Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fondren Oaks Capital Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.8M across 45 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6667392 |
| Exams passed | Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fondrenoakscapital.com |
| Profile |
How Jeffrey's firm compares
- Fondren Oaks Capital Management's average account is about $507,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Jeffrey
Is Jeffrey Sears a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Fondren Oaks Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Fondren Oaks Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffrey Sears based?
Jeffrey Sears is based in Dallas, Texas.
Is Jeffrey Sears registered with the SEC?
Yes. Jeffrey Sears is registered as an investment adviser representative in TX (CRD 6667392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fondren Oaks Capital Management manage?
Fondren Oaks Capital Management reports $22.8M across 45 accounts in assets under management.
How do I contact Jeffrey Sears?
Through Jeffrey's website, www.fondrenoakscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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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