WHITE OAK FINANCIAL MANAGEMENT, INC
SEC Form ADV profile.
Total regulatory AUM
$143,496,066
Discretionary
$143,365,740
Non-discretionary
$130,326
Firm details
- CRD number
- 142615
- SEC file number
- 801-131079
- Main office
- ASHEVILLE, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of November 2026.