Great Oak Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning. Financial planning was provided to 11–25 clients last fiscal year.
Great Oak Capital Partners reports 591 clients. They include 447 individual clients and 144 high-net-worth individuals. Of its assets, 97.8% ($467M across 1,867 accounts) are managed with discretion; $10.5M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 32% |
| High-net-worth individuals | 24% | 66% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 447 | $151M | 31.6% | $338K |
| High-net-worth individuals | 144 | $316M | 66.2% | $2.2M |
| Pension and profit-sharing plans | Fewer than 5 | $10.5M | 2.2% | — |
| Total | 591 | $478M | 100% | — |
- Clients
- 447
- Regulatory AUM
- $151M
- AUM share
- 31.6%
- Avg. per client
- $338K
- Clients
- 144
- Regulatory AUM
- $316M
- AUM share
- 66.2%
- Avg. per client
- $2.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.5M
- AUM share
- 2.2%
- Avg. per client
- —
Total
- Clients
- 591
- Regulatory AUM
- $478M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Great Oak Capital Partners charges 0.40%–1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged at an hourly rate of up to $250 per hour, or as a fixed fee per engagement based on expected hours, with up to 50% invoiced on execution. Fees may be negotiable.
- Retirement Plan Advisory Services
- Retirement plan advisory fees are an annual asset-based fee of up to 1.00%, billed in arrears on the prior quarter-end market value, and may be negotiable.
John Noonan owns 50% to 75% of Great Oak Capital Partners. The leadership team of Great Oak Capital Partners includes Chief Compliance Officer John Noonan. It has 7 employees, 5 of them in advisory roles.
Leadership
- John NoonanPrincipal and Chief Compliance Officer
- William Sylvia JrPrincipal
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 50% to 75% of Great Oak Capital Partners, LLC
John Noonan
Control person · since July 2015
- Owns 50% to 75% of Great Oak Capital Partners, LLC
William Sylvia Jr
Control person · since July 2015
Great Oak Capital Partners’ regulatory assets grew 2.6× from $182M (March 2021) to $478M (April 2026); clients rose from 397 to 591 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $478M | 591 | 7 | 3 |
| June 2025 | $390M | 562 | 6 | 2 |
| April 2024 | $321M | 549 | 5 | 2 |
| February 2023 | $268M | 532 | 4 | 2 |
| February 2022 | $267M | 433 | 4 | 2 |
| March 2021 | $182M | 397 | 4 | 2 |
Besides its headquarters, Great Oak Capital Partners has 2 offices, with 3 listed addresses in Florida and Massachusetts.
Massachusetts · 2 listed addresses
- 105r Depot Street, Suite 5, South EastonHQ
- 11 Memorial Drive, Plymouth
Florida · 1 listed address
- 150 South Pine Island Road, Plantation
Contact and registration details
- Legal name
- Great Oak Capital Partners, LLC
- Headquarters
- 105r Depot Street, Suite 5, South Easton, MA 02375
- Website
- greatoakcp.com
- Phone
- 508-230-7100
- @7936563
- SEC file
- 801-116681
- Founded
- 2015
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Great Oak Capital Partners uses Charles Schwab ($467M) as custodian for its separately managed accounts. Great Oak Capital Partners has custody of $340M in client assets for 433 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $467M100%
At year end, Great Oak Capital Partners’ separately managed accounts were mostly in stocks (88%) and funds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $463M across 45 positions; the largest are Dimensional ETF Trust (21.7%), Dimensional ETF Trust (9.6%) and Dimensional ETF Trust (9.1%).
What the accounts hold
- Stocks88%
- Funds10%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
Reported 13F holdings
- $463M
- Reported 13F value
- 45
- Positions
- 89.5%
- In the 10 largest
- +7.6%
- Value vs. prior quarter
- Dimensional ETF Trust · US Targeted Vlu21.7%
- Dimensional ETF Trust · US High Prof ETF9.6%
- Dimensional ETF Trust · Emerging Mkts CO9.1%
- Dimensional ETF Trust · Core Fixe IN ETF8.1%
- Dimensional ETF Trust · US Larg Valu ETF8.0%
- Dimensional ETF Trust · Intl Small Cap V7.7%
- Dimensional ETF Trust · US Cor Equ 1 ETF7.1%
- Dimensional ETF Trust · Shor Dur Fix ETF6.8%
- Dimensional ETF Trust · US Real Esta ETF6.2%
- Dimensional ETF Trust · Intl High Profit5.3%
Together, the ten largest are 89.5% of reported value.
How many clients does Great Oak Capital Partners have?
Great Oak Capital Partners has 591 clients and manages $478 million for them, as of April 2026. They include 447 individual clients and 144 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026
What services does Great Oak Capital Partners offer?
Great Oak Capital Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Great Oak Capital Partners charge?
Great Oak Capital Partners charges 0.40%–1.00% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: GREAT OAK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 12 October 2026
Which custodians does Great Oak Capital Partners use?
Great Oak Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $467M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026
How many financial advisors does Great Oak Capital Partners have?
Great Oak Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Great Oak Capital Partners invest in?
At the end of its last fiscal year, Great Oak Capital Partners’ separately managed accounts held 88% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Great Oak Capital Partners?
Great Oak Capital Partners’ direct owners are John Noonan (50% to 75%) and William Sylvia Jr (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 April 2026
How does Great Oak Capital Partners get paid?
Great Oak Capital Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Great Oak Capital Partners?
Great Oak Capital Partners’ main office is at 105r Depot Street, Suite 5, South Easton, MA 02375. Its phone number is 508-230-7100. Its website is greatoakcp.com.