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OAK ADVISORS, LLC
CRD 137192 · SEC 801-64842
3 CLARK SUMMIT DRIVE, SUITE 201, BLUFFTON, SC, 29910, United States
Phone
843-757-9339
Fax
843-757-9338
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.7M
Discretionary AUM
$284.7M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $37.5M |
| High net worth individuals | 69 | $246.8M |
States served
GA, LA, NY, NC, SC, TX
All web addresses on file
Official SEC filing: View on IAPD