|
⚲
|
| Keyboard |
| Silver Oak Securities Incorporated
✚
|
|
|---|---|
| CRD # | 46947 |
| SEC # | 801-71178 |
| CIK # | 0001080576 |
| AUM | 2,448.3 M (2026-05-07) |
| Employees | 103 (100% Investors, 92% Brokers) |
| Phone | 731-668-3825 |
| Address | 403 N Parkway Jackson, TN 38305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| MERK Gold Trust | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,183 | 1.5 |
| (b) Individuals (high net worth individuals) | 448 | 1.0 |
| (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 | 23 | 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 | 92 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15,093 | 2.4 |
| By Discretionary | ||
| Discretionary | 15,006 | 2.4 |
| Non-Discretionary | 87 | 0.0 |
| Total | 15,093 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 15,093 | 2.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080576] | |
| D | [0001080576] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 42 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LVW Advisors LLC
✚
|
NY | 2,471.9 M |
|
Reinhart Partners LLC
✚
|
WI | 2,470.6 M |
|
Shufro Rose & Co LLC
✚
|
NY | 2,463.7 M |
|
McInroy & Wood Limited
✚
|
2,459.3 M | |
|
Urban Investment Advisors Inc
✚
|
CA | 2,451.7 M |
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 2,448.6 M |
|
Retirement Resources Investment Corporation
✚
|
MA | 2,444.6 M |
|
Michaud Capital Management LLC
✚
|
CO | 2,444.3 M |
|
Guyasuta Investment Advisors Incorporated
✚
|
PA | 2,437.5 M |
|
Manitou Investment Management Ltd
✚
|
2,422.3 M |