Majestic Oak Financial, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 133067
·
· WWW.MAJESTICOAKFINANCIAL.COM
☆ Save with Pro
ADV data as of Jan 25, 2026
- Regulatory AUM
- $51.1M
- Discretionary
- $50.4M
- Clients
- 84
- Avg AUM / client
- $609K
- Accounts
- 206
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 76 | $12.4M | 24.2% |
| High net worth individuals | 8 | $38.7M | 75.8% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anna Maria Popke | Registered representative | CFP | Jul 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/25/2026 | 983 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 25, 2026.
View current Form ADV (SEC/IAPD) ↗