Silver Oak Advisory Group's Form ADV discloses 0.95% on the first $1 million and 0.60% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #108298), Silver Oak Advisory Group is subject to fiduciary duty under federal law.
Silver Oak Advisory Group is headquartered in PORTLAND, OR.
Silver Oak Advisory Group serves 140 high-net-worth clients according to their SEC filing dated July 1, 2026. View client details ↓
According to their SEC Form ADV, Silver Oak Advisory Group offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Silver Oak Advisory Group manages $419 million in client assets according to their SEC filing dated July 1, 2026.
According to their SEC Form ADV, Silver Oak Advisory Group serves high-net-worth individuals and institutional clients. View client details ↓