Oak Capital Private Wealth is a financial advisory firm serving Baton Rouge, Louisiana, and surrounding communities. Founded in 2022, the firm draws on advisor Clay Elliott’s experience in financial advice and financial planning. Its team emphasizes responsive service, client education, and strategies tailored to each person’s circumstances, with a stated commitment to acting in clients’ best interests.

Oak Capital serves clients at different stages of life, including plant workers, small business owners, pre-retirees, retirees, and high-net-worth individuals. Its services include financial and retirement planning, investment and portfolio management, risk management, education planning, family estate planning, and Medicare planning. The firm aims to help clients address financial concerns and work toward their goals through comprehensive planning and individualized wealth management.

Oak Capital describes its compensation as transparent and fee-based for asset management, while also offering commissionable products to support customized plans. Investment advisory services are offered through NewEdge Advisors, LLC, and securities are offered through LPL Financial; these are separate entities from Oak Capital Private Wealth.