Fee-only adviser · Lakeway, TX
Emerging Oaks Capital LLC
Emerging Oaks Capital LLC is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Lakeway, Texas. On its latest Form ADV, filed March 18, 2026, it reports $6.8M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 306759 |
| Office | 2300 Lohmans Spur Suite 160 Lakeway, TX 78734 |
| Phone | (214) 458-8692 |
| Website | www.emergingoaks.com |
| Regulatory assets under management | $6.8M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lakeway
- Hamilton Financial Planning LLC $61M
- Texas Asset Management $65M
- Jeff Elliott, Cfp® $22M
- Coyle Capital, LLC $925M
- Town Lake Capital Management $60M
See all 6 fee-only advisers in Lakeway →
Nearby
- Bee Cave 1 firm
- West Lake Hills 1 firm
- Cedar Park 7 firms
- Austin 125 firms
- Leander 3 firms
- Dripping Springs 2 firms
- Round Rock 8 firms
- Wimberley 1 firm
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