Robert Gregg Mcvicker
Investment adviser representative at Oak Ridge Investments, LLC
22 yearsExperience
1 stateRegistered in
$1.7BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Imst Distributors, LLCAug 2013 to now
- Oak Ridge Investments, LLCJul 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (IL).
Oak Ridge Investments, LLC
$1.7BAssets managed
3,920Clients
2Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2026000
- Firm CRD
- 107066