Overview
Assets Under Management: $90 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 33
Average Client Assets: $1.7 million
Frequently Asked Questions
OAK CREST ADVISORY, 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 #304255), OAK CREST ADVISORY, LLC is subject to fiduciary duty under federal law.
OAK CREST ADVISORY, LLC is headquartered in ROCHESTER, NY.
OAK CREST ADVISORY, LLC serves 33 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, OAK CREST ADVISORY, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
OAK CREST ADVISORY, LLC manages $90 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, OAK CREST ADVISORY, 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
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.71%
Average Client Assets: $1.7 million
Total Client Accounts: 456
Discretionary Accounts: 456
Regulatory Filings
CRD Number: 304255
Filing ID: 2062601
Last Filing Date: 2026-03-19 14:32:33