Queens Oak Advisors Email Format
Financial ServicesNorth Carolina, United States11-50 Employees
Queens Oak Advisors is an SEC-registered investment advisor based in Charlotte, North Carolina, operating within the financial services sector. It provides planning services and investment programs for high net worth individuals and institutional clients, anchored by a structured investment discipline, a team of experienced professionals, and integrated risk management. The firm emphasizes disciplined execution, collaborative decision-making, and robust risk controls as the core elements of its approach. Founded in 2009, Queens Oak has grown through a tailored, independent, and collaborative philosophy that supports comprehensive asset management and planning for its clients, aided by a network of prominent local and national leaders who are minority investors. In late 2021, Queens Oak Advisors was acquired by MAI Capital Management, expanding MAI's presence in the Charlotte area.