OAK ADVISORS, LLC

RIASEC RegisteredEst. 2005

Total AUM

$285M

Discretionary

$285M

100% of AUM

Avg account

$544K

Accounts

523

Employees

Advisory reps

Firm details

Headquarters: BLUFFTON, South Carolina
CRD number: 137192
Registered since: October 25, 2005
Website: www.ofallc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.68%
Individuals13.17%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oak Advisors, LLC is an independent, SEC-registered RIA formed in 2005 that advises individuals and families. The firm operates as a limited liability company owned by an individual and positions itself as a capital allocator that selects third‑party managers in addition to providing direct portfolio management and financial planning. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees. Oak does not identify as an active ESG investor.