Overview
Assets Under Management: $210 million
Headquarters: BLUFFTON, SC
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
OAK ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137192), OAK ADVISORS, LLC is subject to fiduciary duty under federal law.
OAK ADVISORS, LLC is headquartered in BLUFFTON, SC.
OAK ADVISORS, LLC serves 63 high-net-worth clients according to their SEC filing dated January 24, 2024. View client details ↓
According to their SEC Form ADV, OAK ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
OAK ADVISORS, LLC manages $210 million in client assets according to their SEC filing dated January 24, 2024.
According to their SEC Form ADV, OAK ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 463
Discretionary Accounts: 462
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 137192
Last Filing Date: 2024-01-24 00:00:00
Website: https://oakadvisors.net