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| Happy Holidays!! thanks for using AUM13F!! |
| Oak Advisors LLC
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| CRD # | 137192 |
| SEC # | 801-64842 |
| CIK # | |
| AUM | $241.8 M (2025-03-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 843-757-9339 |
| Address | 3 Clark Summit Drive Bluffton, SC 29910 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 40.6 |
| (b) Individuals (high net worth individuals) | 63 | 200.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 241.8 |
| By Discretionary | ||
| Discretionary | 491 | 241.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 241.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.8 | |
| Total | 491 | 241.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Financial Independence LLC
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|
RI | 0.2 |
|
Palisades Investment Partners LLC
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CA | 0.2 |
|
Farrow Financial Inc
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|
VT | 0.2 |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Richmond Brothers Inc
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|
MI | 0.2 |
|
Uhlmann Investment Management LLC
✚
|
IL | 0.2 |
|
Advanced Financial Strategies Inc
✚
|
CA | 0.2 |
|
Viawealth LLC
✚
|
KS | 0.2 |
|
RCS Financial Planning LLC
✚
|
MD | 0.2 |