Kevin Root
Oak Root · Santa Barbara, California
Kevin Root is a fee-only financial advisor at Oak Root in Santa Barbara, California. Oak Root reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Oak Root |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $920M across 103 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5553574 |
| Exams passed | Series 63 (2009) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.oakrootllc.com |
How Kevin's firm compares
- Oak Root's average account is about $8.9 million, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Kevin
Is Kevin Root a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Oak Root reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Oak Root, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Root based?
Kevin Root is based in Santa Barbara, California.
Is Kevin Root registered with the SEC?
Yes. Kevin Root is registered as an investment adviser representative in CA (CRD 5553574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oak Root manage?
Oak Root reports $920M across 103 accounts in assets under management.
How do I contact Kevin Root?
Through Kevin's website, www.oakrootllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Barbara
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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