Blackoak Advisors LLC

Overview

Blackoak Advisors LLC is an Iowa-registered limited liability company that positions itself as a fee-based adviser and capital allocator. The firm provides financial planning and portfolio management services across individual, small-business, and institutional clients, and explicitly offers selection-of-other-advisers services, indicating it sources or recommends third-party managers for client allocations. Its owner type is listed as an individual and its organizational classification is unclassified. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests flexibility to serve both asset-based relationships and project or planning engagements. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser according to the source data. Industry affiliations noted include roles as an investment adviser and sponsor, general partner, and managing member of pooled investment vehicles.

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Location & Offices