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| The Oak Ridge Financial Services Group Inc
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|---|---|
| CRD # | 42941 |
| SEC # | 801-80809 |
| CIK # | 0001398006 |
| AUM | $668.6 M (2025-12-23) |
| Employees | 57 (56% Investors, 56% Brokers) |
| Phone | 763-923-2270 |
| Address | 701 Xenia Avenue South Golden Valley, MN 55416-1089 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 836 | 267.8 |
| (b) Individuals (high net worth individuals) | 158 | 391.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 6.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,500 | 668.6 |
| By Discretionary | ||
| Discretionary | 330 | 131.2 |
| Non-Discretionary | 1,170 | 537.4 |
| Total | 1,500 | 668.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.6 | |
| Total | 1,500 | 668.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0001398006] | |
| 10-Q | [0001398006] | |
| 4 | [0001398006] | |
| 8-K | [0001398006] | |
| D | [0001398006] | |
| SC 13G | [0001398006] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Fourthstone LLC | Oak Ridge Financial Services Inc | [2025-08-14] |
| Banc Funds Co LLC | Oak Ridge Financial Services Inc | [2016-02-08] |
| Banc Funds Co LLC | Oak Ridge Financial Services Inc | [2015-02-17] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Perkins Manuel L. | |
| Oak Ridge Financial Services, Inc. | |
| Anderson Lynda | |
| Tennant Stanley | |
| Kanoy Billy R | |
| Neal Stephen S | |
| Olmsted John S | |
| Boike Douglas G | |
| Hall James W |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Havenshare Financial LLC
✚
|
0.7 | |
|
Lombard Advisers Incorporated
✚
|
MD | 0.7 |
|
Pacific Capital Wealth Advisors Inc
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|
CA | 0.7 |
|
Wealth Care LLC
✚
|
0.7 | |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 0.7 |
|
Veridan Wealth LLC
✚
|
OR | 0.7 |
|
Wealth Advisory Group Inc
✚
|
PA | 0.7 |
|
Investors Research Corporation
✚
|
GA | 0.7 |
|
Prestige Wealth Management Group LLC
✚
|
NJ | 0.7 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.7 |