Oakwater Financial

Overview

Oakwater Financial is a state registered investment adviser based in Ruston, LA, registered since 2023. It reports $15.3M in assets under management across 105 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$15.3M

Discretionary

100%

Accounts

105

Average account

$146K

Employees

1

Advisory reps

1

Registered since

2023

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Thomas Parrish Bates Founder, Chief Executive Officer, Chief Compliance Officer CRD 7694484

Advisory reps 1 of 1

• Thomas Parrish Bates Investment Adviser Rep CRD 7694484

Location

Headquarters

921 N Trenton St
Ruston, LA 71270

County

Lincoln

Metro area

Ruston, LA

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: oakwater.net

Every state, with registration dates

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