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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Grant Bledsoe

Three Oaks Capital Management

Grant Bledsoe, a financial fiduciary has been a Paladin Registry member since 2014. He is the owner of Three Oaks Capital Management. Grant holds the Chartered Financial Analyst , Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 10 years of experience. Grant provides financial services to clients in the Gold River, California area.

I. Snapshot

A. Registry Member
  • Since 2014
B. Years of Experience
  • 10
C. College Degrees
  • Ithaca College - Bachelors of Science, Applied Economics
  • Ithaca College - MBA
D. Certifications
  • CFA®, AIF®, CFP®
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    In my practice, my focus is on helping clients build and protect wealth, limit unnecessary risk, and plan for an efficient transfer of their estate. I build customized portfolios for each of my clients, based on their unique needs and circumstances. Additionally, I take a fiduciary duty for all my services, and deliver them in a thoughtful, objective way that's transparent and easy to understand.

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Grant Bledsoe
B. Main Location
  • 2377 Gold Meadow Way
    Suite 100
    Gold River, California, 95670
C. Additional Locations
  • Gold River, California
    Lake Oswego, Oregon
    Lake Oswego, Oregon
    Lake Oswego, Oregon
D. Telephone
  • 916.318.4849
E. Comments
  • Three Oaks Capital has offices in both Sacramento, CA and Portland, OR.

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Three Oaks Capital Management
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Three Oaks Capital Management
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Charles Schwab

V. Credentials

A. Years of Financial Experience
  • 10 Years
B. College, Degrees, Years
  • Ithaca College - Bachelors of Science, Applied Economics
  • Ithaca College - MBA
D. Financial Industry Associations (Active Memberships)
  • CFA Society
  • NAPFA
  • XY Planning Network

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • State - Oregon
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 171082
  • IARD: 5424910
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • California
    • Oregon
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    In my practice, my focus is on helping clients build and protect wealth, limit unnecessary risk, and plan for an efficient transfer of their estate. I build customized portfolios for each of my clients, based on their unique needs and circumstances. Additionally, I take a fiduciary duty for all my services, and deliver them in a thoughtful, objective way that's transparent and easy to understand.

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Quarterly)
  • Newsletters (Quarterly)
H. Second Language(s)
  • None
I. Value Statement

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Other: Retirees
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Grant Bledsoe
Most Recent Update:
  • Feb 12, 2019

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