|
⚲
|
| Keyboard |
| Oak Advisors LLC
✚
|
|
|---|---|
| CRD # | 137192 |
| SEC # | 801-64842 |
| CIK # | |
| AUM | 284.7 M (2026-02-14) |
| 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) | 94 | 37.5 |
| (b) Individuals (high net worth individuals) | 69 | 246.8 |
| (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 | 523 | 284.7 |
| By Discretionary | ||
| Discretionary | 523 | 284.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 284.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.7 | |
| Total | 523 | 284.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oaktrust Wealth Advisors LLC
✚
|
285.0 M | |
|
Tencap Wealth Coaching LLC
✚
|
UT | 285.0 M |
|
Capital Financial Planners LLC
✚
|
OR | 284.8 M |
|
Oath Planning LLC
✚
|
OK | 284.7 M |
|
Open Window Financial Solutions Ltd
✚
|
NV | 284.4 M |
|
Benningfield Financial Advisors LLC
✚
|
CA | 284.3 M |
|
Paul J Glashofer Enterprises Inc
✚
|
284.3 M | |
|
The Foundry Financial Group Inc
✚
|
NH | 284.2 M |
|
Freeman Will & Niemeier Inc
✚
|
IN | 284.2 M |
|
Smith Brown & Groover Inc
✚
|
GA | 284.2 M |