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OAK FAMILY ADVISORS, LLC
CRD 141332 · SEC 801-108109
150 NORTH WACKER DRIVE, SUITE 1760, CHICAGO, IL, 60606-1607, United States
Phone
312-373-7221
Fax
312-212-5449
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$621.0M
Discretionary AUM
$526.0M
Team
6 total employees; 5 advisory reps; 203 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $20.0M |
| High net worth individuals | 128 | $553.0M |
| Charitable organizations | 1 | $46.0M |
| Corporations/business entities | 2 | $2.0M |
States served
CA, IL, MI, NE, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD