OAK FINANCIAL GROUP INC
SEC Form ADV profile.
Total regulatory AUM
$177,156,936
Discretionary
$175,077,266
Non-discretionary
$2,079,670
Firm details
- CRD number
- 106293
- SEC file number
- 801-40926
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.OAKFINGROUP.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.