Overview
Assets Under Management: $143 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 40
Average Client Assets: $2.3 million
Frequently Asked Questions
WHITE OAK FINANCIAL MANAGEMENT, INC 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 #142615), WHITE OAK FINANCIAL MANAGEMENT, INC is subject to fiduciary duty under federal law.
WHITE OAK FINANCIAL MANAGEMENT, INC is headquartered in ASHEVILLE, NC.
WHITE OAK FINANCIAL MANAGEMENT, INC serves 40 high-net-worth clients according to their SEC filing dated January 13, 2026. View client details ↓
According to their SEC Form ADV, WHITE OAK FINANCIAL MANAGEMENT, INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WHITE OAK FINANCIAL MANAGEMENT, INC manages $143 million in client assets according to their SEC filing dated January 13, 2026.
According to their SEC Form ADV, WHITE OAK FINANCIAL MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.31%
Average Client Assets: $2.3 million
Total Client Accounts: 905
Discretionary Accounts: 902
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 142615
Filing ID: 2040231
Last Filing Date: 2026-01-13 09:24:03