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| Keyboard |
| Rightoak Asset Management LLC
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|---|---|
| CRD # | 337832 |
| SEC # | 801-134408 |
| CIK # | |
| AUM | 111.9 M (2026-06-18) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 517-306-4884 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 734 | 100.4 |
| (b) Individuals (high net worth individuals) | 8 | 11.5 |
| (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 | 0.0 |
| (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 | 1,026 | 111.9 |
| By Discretionary | ||
| Discretionary | 1,026 | 111.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,026 | 111.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.9 | |
| Total | 1,026 | 111.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Broadwealth LLC
✚
|
113.6 M | |
|
Chappelwood Financial Services Corp
✚
|
OK | 113.1 M |
|
McCarthy & Cox Retirement & Estate Specialists LLC
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OH | 112.8 M |
|
Caleo Capital NA LLC
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|
FL | 111.8 M |
|
Setarcos Wealth Advisors LLC
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|
PA | 111.7 M |
|
People Make the Difference Inc
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|
AL | 111.6 M |
|
Gallacher Capital LLC
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|
CO | 111.1 M |
|
Advanced Wealth Management LLC
✚
|
FL | 110.7 M |
|
One Oak Holdings LLC
✚
|
110.4 M | |
|
Visionx Wealth Partners
✚
|
IA | 110.2 M |