OAK ADVISORS, LLC
Adviser information for OAK ADVISORS, LLC last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 462 | $209.3M |
| Non-Discretionary | 1 | $231,063 |
| Total | 463 | $209.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 106 | $30.6M |
| HNW Individuals | 62 | $178.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $231,063 |
| Charitable organizations | <5 | $239,201 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64842 |
|---|---|
| SEC ERA File Number | 801-64842 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137192 |
| Legal Entity Identifier | None |
Principal Office
3 CLARK SUMMIT DRIVESUITE 201
BLUFFTON
SC
United States
Monday - Friday, 9:30 TO 4:00
Tel: 843-757-9339, Fax: 843-757-9338
Websites
Chief Compliance Officer
JOHN CHIACCHIERO
3 CLARK SUMMIT DRIVE
SUITE 201
BLUFFTON
SC
United States
Tel:
843-757-9339
Fax:
843-757-9338
J***********@**************T
(Full email address available in API data)
Regulatory Contact
MICHELLE MYHRE
MANAGING MEMBER
3 CLARK SUMMIT DRIVE
SUITE 201
BLUFFTON
SC
United States
Tel:
843-757-9339
Fax:
843-757-9338
M*****@**************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MYHRE, MICHELLE, ANN | Individual | – | MANAGING MEMBER | 09/2005 | 50-75% |
| CHIACCHIERO, JOHN, CHARLES | Individual | – | CHIEF COMPLIANCE OFFICER (CCO) AND MANAGING MEMBER | 09/2005 | 50-75% |