Oak Financial Group Inc
Oak Financial Group Inc is an SEC-registered wealth manager with $177.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Oak Financial Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106293, SEC 801-40926, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $177.2M (2026-03-17)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 131
- CRD
- 106293
- Ownership
- PALMER, RICHARD, ALLEN; HACKMAN, MERRYL; HACKMAN, NEIL, DAVID; PALMER, KORINNE, ALAYNE; MURPHY, KORINNE, PALMER
How much AUM does Oak Financial Group Inc have?
Oak Financial Group Inc reported $177.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Oak Financial Group Inc?
Disclosed owners and executives of Oak Financial Group Inc include PALMER, RICHARD, ALLEN, HACKMAN, MERRYL, HACKMAN, NEIL, DAVID, PALMER, KORINNE, ALAYNE, MURPHY, KORINNE, PALMER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.