← Back to searchVisit website
SILVER OAK SECURITIES, INC.
SILVER OAK SECURITIES INCORPORATED
CRD 46947 · SEC 801-71178
403 N. PARKWAY, STE. 101, JACKSON, TN, 38305, United States
Phone
731-668-3825
Fax
731-668-3844
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.45B
Discretionary AUM
$2.40B
Team
103 total employees; 103 advisory reps; 42 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8183 | $1.45B |
| High net worth individuals | 448 | $954.5M |
| Charitable organizations | 23 | $3.4M |
| Corporations/business entities | 92 | $37.2M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD