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WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615 · SEC 801-131079
1270 HENDERSONVILLE ROAD, SUITE #4, ASHEVILLE, NC, 28803, United States
Phone
828-274-7844
Fax
828-274-7848
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.5M
Discretionary AUM
$143.4M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 310 | $50.9M |
| High net worth individuals | 40 | $90.8M |
States served
CO, LA, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD