OAK FINANCIAL GROUP INC
  • OAK FINANCIAL GROUP INC

Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 03/06/1992
Contact Info 203 xxxxxxx
Websites
AUM* 177,156,936 26%
of that, discretionary 175,077,266 26%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,283,746 26%
% High Net Worth 55.94% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

316M 271M 226M 181M 136M 90M 45M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary