firm profile
Broadoak Asset Management, LLC
Overview
Broadoak Asset Management, LLC is an SEC registered investment adviser based in Bethesda, MD, registered since 2012. It reports $519M in assets under management across 9 accounts, with 10 employees. It has 6 investment adviser representatives.
- Reported AUM
- $519M
- Discretionary
- 100%
- Accounts
- 9
- Employees
- 10
- Advisory reps
- 6
- Registered since
- 2012
- Jurisdictions
- 1
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 2 of 2
- Holly Scott Atallah Chief Compliance Officer CRD 5513478
- William Franklin Snider Jr Chief Compliance Officer CRD 2553714
Advisory reps 3 of 6
- Calvin G Aubrey Investment Adviser Rep CRD 6646372
- Michael Martin Caspani Registered Rep · Investment Adviser Rep CRD 5170960
- Henry Dervishi Investment Adviser Rep CRD 7816733
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 4800 Montgomery Ln Ste 230
Bethesda, MD 20814 - County
- Montgomery
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: broadoak.com
Every state, with registration dates
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