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Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
Capital Bank N.A., headquartered in Rockville, Maryland is a Maryland chartered commercial bank that offers commercial and consumer banking services to clients in the Washington D.C. metropolitan area, alongside two nation-wide lending brands; Capital Bank Home Loans, a mortgage division that lends in all 50 states, and OpenSky a credit card division that offers and services credit cards across all states. Capital Bank focuses on merging digitally based products with personalized services. This enables our commercial sales teams, mortgage loan officers and OpenSky customer care associates to deliver a meaningful customer experience customized by the nature of the relationship, whether it be a credit card, a home loan, or a commercial customer with complicated lending and treasury needs. Our expansion has been deliberate with a focus on trading brick and mortar expenses for investment in digital technologies to enable our customers to focus on their goals, or their personal vision. For more information, visit https://capitalbankmd.com Member FDIC. An Equal Housing Lender. NMLS# 401599. CAPITAL BANK, PARTNERS IN YOUR VISION