Kevin Root

Chief Executive Officer at

Oak Root LLC

Finance

Consumer Services

Commercial Services

Profile

Kevin Charles Root is the founder of Oak Root LLC, founded in 2015, where the title held is Managing Member.
Mr. Root was the founder of PromptPath, Inc., founded in 2023, where the title held was President from 2023 to 2025.
Former jobs include Principal at Lehman Brothers, Inc., Principal at Barclays Capital, Inc., Vice President & Financial Advisor at Classic Capital, Inc., and Chief Product & Insights Officer at Marchex, Inc. from 2021 to 2023.
Education history includes an MBA from The Trustees of Columbia University in The City of New York, undergraduate studies at Stanford University, and undergraduate studies at Western Washington University.

Kevin Root active positions

Companies	Position	Start
Oak Root LLC Oak Root LLC Investment ManagersFinance Oak Root offers services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm uses an approach informed by rigorous academic research, thorough understanding of the markets and a family first mindset.	Chief Executive Officer	01/06/2015

All active positions of Kevin Root

Former positions of Kevin Root

Companies	Position	End
MARCHEX, INC.	Corporate Officer/Principal	31/05/2023
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Corporate Officer/Principal	-
Barclays Capital, Inc. Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Classic Capital, Inc. Classic Capital, Inc. Investment ManagersFinance Classic Capital employs a conservative investment approach that is based on the principles of Modern Portfolio Theory to construct portfolios. They strive to build optimal, or efficient, portfolios that are expected to produce the highest return for a given level of risk, or the lowest risk for a given level of return. The firm also relies on the Efficient Market Hypothesis, which focuses on trying to capture the historic returns of the entire market rather than guessing which stocks will perform best. Classic Capital employs the Three-Factor Model, which indicates that small-company stocks and value stocks can be expected to provide better returns than large company stocks and growth stocks. Therefore, they overweight these factors in their portfolios. Classic Capital also applies a proprietary Portfolio Rebalancing Algorithm through which they employ in an attempt to buy low and sell high without forecasting the market. The firm's Risk Assessment models provide a disciplined framework for evaluating market conditions. Classic Capital remains invested in stock and bond market funds unless and until a model signals that risk is high. Then, to reduce the chance of a major loss, they may move some or all of each client's money to the safety of a money market fund. The firm employs the use of this tactic only sparingly. To implement these financial engineering techniques, Classic Capital invests only in mutual funds. They believe that mutual funds are the most intelligent, efficient and prudent way to invest. Classic Capital searches for high-quality mutual funds that deliver asset-class purity. Their preferred fund families are Dimensional, Fidelity and Vanguard. To keep clients costs down, the firm is careful to select low-cost mutual funds. Over time, the seemingly small and sometimes-unnoticed fees charged by some mutual funds, and other costs incurred by some advisors, can significantly reduce returns.	Corporate Officer/Principal	-

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Linked companies

Private companies	8
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Marchex, Inc. Marchex, Inc. Advertising/Marketing ServicesCommercial Services Provides advertising and marketing services	Commercial Services
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Stanford University Stanford University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Barclays Capital, Inc. Barclays Capital, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Western Washington University Western Washington University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Classic Capital, Inc. Classic Capital, Inc. Investment ManagersFinance Classic Capital employs a conservative investment approach that is based on the principles of Modern Portfolio Theory to construct portfolios. They strive to build optimal, or efficient, portfolios that are expected to produce the highest return for a given level of risk, or the lowest risk for a given level of return. The firm also relies on the Efficient Market Hypothesis, which focuses on trying to capture the historic returns of the entire market rather than guessing which stocks will perform best. Classic Capital employs the Three-Factor Model, which indicates that small-company stocks and value stocks can be expected to provide better returns than large company stocks and growth stocks. Therefore, they overweight these factors in their portfolios. Classic Capital also applies a proprietary Portfolio Rebalancing Algorithm through which they employ in an attempt to buy low and sell high without forecasting the market. The firm's Risk Assessment models provide a disciplined framework for evaluating market conditions. Classic Capital remains invested in stock and bond market funds unless and until a model signals that risk is high. Then, to reduce the chance of a major loss, they may move some or all of each client's money to the safety of a money market fund. The firm employs the use of this tactic only sparingly. To implement these financial engineering techniques, Classic Capital invests only in mutual funds. They believe that mutual funds are the most intelligent, efficient and prudent way to invest. Classic Capital searches for high-quality mutual funds that deliver asset-class purity. Their preferred fund families are Dimensional, Fidelity and Vanguard. To keep clients costs down, the firm is careful to select low-cost mutual funds. Over time, the seemingly small and sometimes-unnoticed fees charged by some mutual funds, and other costs incurred by some advisors, can significantly reduce returns.	Finance
Oak Root LLC Oak Root LLC Investment ManagersFinance Oak Root offers services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm uses an approach informed by rigorous academic research, thorough understanding of the markets and a family first mindset.	Finance

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