Principal and Owner • Oak Capital Private Wealth
Clay Elliott’s proudest business decision was a bet on complementary skill sets: his and his wife’s.
In 2022, he and Claire founded Oak Capital Private Wealth. Their practice focuses on energy and chemical industry professionals, helping families work through financial decisions surrounding retirement.
Since its founding, firm revenue has grown 180%, driven almost entirely by referrals from clients they helped retire. For Elliott, that growth signals people confident enough in the experience to recommend it to someone else.
His commitment to opportunity extends into public service. As a former president of the Financial Planning Association of Louisiana, he supported financial education and pro bono planning.
Cancer philanthropy is personal, too. Having lost his mother to brain cancer, he gathers auction donations for Karnival Krewe de Louisiane’s support of Mary Bird Perkins Cancer Center.
Something my colleagues would be surprised to learn: “Before becoming a financial adviser, I spent several years helping run my father’s HVAC company. So I can probably talk through your retirement plan and then give you an opinion on why your air conditioner isn’t cooling.”
Something I’m unapologetically particular about: Hotels and resorts. “I will spend an unreasonable amount of time researching the rooms, pools, restaurants, drinks and service before booking a trip. By the time we arrive, there’s a decent chance I know more about the resort than the person checking us in.”
