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White Oaks Investment Management Employee Directory

Investment ManagementFlorida, United States2-10 Employees

White Oaks Investment Management is a fee-only investment management firm headquartered at 1717 2nd Street, Suite C, Sarasota, Florida 34236. The firm serves high-net-worth individuals and families in Sarasota, Bradenton, Longboat Key, Tampa, and surrounding areas. Its approach draws on decades of investment management experience and emphasizes a well-diversified strategy as likely to provide the best outcome. The firm invites prospective clients to schedule a Right Fit meeting to assess whether it is the right partner to manage their investments. Reported revenue falls in the range of $1 million to $10 million.

Find White Oaks Investment Management employees' phone numbers or email addresses

White Oaks Investment Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

White Oaks Investment Management's Leadership

  • Stylized image of a person
    A. D.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. D.
    Project Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. L.
    Wealth Management Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. K.
    Trading And Research Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. D.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Housekeeper
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Phone icon
    Mobile Phone

White Oaks Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from White Oaks Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. D.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Mar 25, 2026
  • Stylized image of a person
    R. D.
    Project Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. L.
    Wealth Management Consultant
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 04, 2026
  • Stylized image of a person
    F. K.
    Trading And Research Analyst
    Phone icon
    Mobile Phone
    United StatesNew York
    Oct 22, 2024
  • Stylized image of a person
    L. D.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Feb 23, 2024
  • Stylized image of a person
    S. C.
    Housekeeper
    Phone icon
    Mobile Phone
    United StatesTennessee
    Sep 09, 2025
  • Stylized image of a person
    J. L.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is White Oaks Investment Management known for?

Minus sign iconPlus sign iconWhite Oaks Investment Management operates in the Investment Management industry. The company's main headquarters is located in 1717 2nd Street Suite c Sarasota, Florida 34236 United States; you can contact the main corporate office by phone at
+1-800-596-****
. Explore White Oaks Investment Management's company overview page for more information.

What is White Oaks Investment Management's most common email format?

Minus sign iconPlus sign iconWhite Oaks Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more White Oaks Investment Management email formats with LeadIQ.

How many employees does White Oaks Investment Management have currently?

Minus sign iconPlus sign iconWhite Oaks Investment Management has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are White Oaks Investment Management's key employees and leadership?

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As of February 2026, White Oaks Investment Management's key employees include:

  • Portfolio Manager: A. D.
  • Project Manager: R. D.
  • Wealth Management Consultant: K. L.
  • Trading And Research Analyst: F. K.
  • Financial Advisor: L. D.

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