Kevin Charles Root
Investment adviser representative at Oak Root LLC
14 yearsExperience
1 stateRegistered in
$920MFirm assets
11 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Oak Root LLCJun 2015 to now
- Marin Financial Advisors LLCOct 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Oak Root LLC
$920MAssets managed
18Clients
2Advisers
11 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
- 5553574
- Firm CRD
- 246788