OAKLEAF ASSET ADVISORS

HICKMAN, JAMES, BRIAN

CRD 153182

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$22.1M

Discretionary AUM

$19.9M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)

Type	Clients	AUM
Individuals	53	$19.9M
High net worth individuals	4	$2.2M

Official SEC filing: View on IAPD