About Us

Oak Capital Private Wealth is an independent, fee-based financial advisory firm based in Baton Rouge Metropolitan Area.

Our firm was founded in 2022, but the roots of our expertise run deeper. Clay Elliott became a financial advisor in 2016 and a CERTIFIED FINANCIAL PLANNER™ professional in 2019. Our goal is to build a comprehensive financial plan based on your unique goals and circumstances. By implementing a tailored plan to help reach your goals, we act as your financial co-pilot, giving you the strategy, education, and guidance to make the right decisions for your financial future.

Meet The Team

Principal

Clay Elliott

Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Private Wealth, a financial services firm based in Port Allen, LA, dedicated to providing local financial advice held to the highest standards. Since becoming a financial advisor in 2016, Clay prides himself on always acting in his clients’ best interests as a fiduciary. He provides comprehensive financial planning and educates his clients to develop robust wealth management strategies to help position them to reach their financial goals. He loves helping people become financially independent and enjoys seeing them live out their financial plan successfully.

Clay holds a bachelor’s degree in marketing from Louisiana State University as well as the CERTIFIED FINANCIAL PLANNER™ designation. He is also an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor. Outside of work, Clay enjoys spending time with his wife, Claire, and daughter, Camille, playing tennis, fishing, and attending LSU sporting events. An active participant in his community, Clay is involved with The Emerge Foundation Center for Autism, the West Baton Rouge Chamber as an ambassador and member of the Governmental Affairs Committee, is a board member for the Louisiana Chapter of the Financial Planning Association and West Baton Rouge Small Business Council, and a member of Port Allen Rotary Club. He was also named Young Professional of the Year by the West Baton Rouge Chamber of Commerce. To learn more about Clay, connect with him on LinkedIn.

Chief Operating Officer, Financial Planner

Claire Elliott

Claire serves as the COO as well as a financial planner at Oak Capital Private Wealth. Claire helps run the day-to-day operations of the firm as they provide comprehensive financial planning and educate clients to develop robust wealth management strategies to help position them to reach their financial goals.

Claire received her bachelor’s degree in industrial engineering from Louisiana State University. She became a financial advisor in 2023 in order to help more individuals and families make strategic decisions about their finances and long-term goals. When she’s not working, she enjoys quality time with her husband, Clay, and daughter, Camille, playing tennis, and attending LSU sporting events. She is also involved with The Emerge Foundation Center for Autism.

Client Service Associate

Lindsey Scott

Lindsey is the Client Service Associate at Oak Capital Private Wealth. Her journey to financial services was preceded by 16 years of dedicated service at a local law office in Baton Rouge, where she honed her organizational and client-centric skills.

Beyond the office, Lindsey’s life is a vibrant tapestry of interests and connections. She enjoys baking, nurturing her garden, and embarking on adventures with her husband and beloved dog, Harper. Family and friends hold a special place in her heart, and she thrives in their company, cherishing every moment spent together.

Lindsey’s commitment to her faith is reflected in her active role at her church, where she contributes to her community and strengthens her spiritual bonds. Her sociable nature ensures that she welcomes new connections with open arms, making her not only an asset at Oak Capital Private Wealth but also a warm and engaging presence in the lives of those around her.

Financial Services Intern

Maggie Hurdle

Maggie is currently studying at Louisiana State University, where she is majoring in finance. With her impressive academic record and passion for the world of finance, we are thrilled to have her on our team.

She is from Rosedale, LA where she developed a strong work ethic and a deep appreciation for community values. She possesses a sharp analytical mind and a natural talent for problem-solving, which will be invaluable as she assists our team.

We are confident that Maggie’s skills and enthusiasm will make her an asset to our company during her time here, and we look forward to helping her grow both personally and professionally.

Marketing Manager

Beverly Anderson

Beverly serves as Oak Capital’s Marketing Manager, overseeing our social media and website operations while optimizing our marketing strategies. She holds a Bachelor’s degree in Business Administration from Oregon State University. Beyond her professional role, Beverly is an accomplished musician and actress, with a passion for snowboarding in her free time.

Get Started

Take the first step toward a more confident retirement.

Schedule a complimentary discovery call to talk about your current financial picture, your long-term retirement goals, and ask initial questions.

Business Support

As investment professionals, Oak Capital Private Wealth receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Strategic Partners

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.