OAK ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$284,739,465
Discretionary
$284,739,465
Non-discretionary
$0
Firm details
- CRD number
- 137192
- SEC file number
- 801-64842
- Main office
- BLUFFTON, SC, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://oakadvisors.net/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.