James Neil Crabb
Investment adviser representative at One Oak Capital Management, LLC
26 yearsExperience
1 stateRegistered in
$418.5MFirm assets
7 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- One Oak Capital Management, LLCOct 2017 to now
- Hilltop Securities (formerly) Southwest SecuritiesJun 2000 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
One Oak Capital Management, LLC
$418.5MAssets managed
384Clients
3Advisers
7 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
- 2175143
- Firm CRD
- 170339