Oak Advisors, LLC
Oak Advisors, LLC is an SEC-registered wealth manager in Bluffton, SC with $284.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Oak Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137192, SEC 801-64842, data through 2026-02-14.
- AUM (assets under management / regulatory AUM)
- $284.7M (2026-02-14)
- Firm type
- Wealth Manager
- Location
- Bluffton, SC
- Employees
- 6
- Clients
- 163
- CRD
- 137192
- Ownership
- CHIACCHIERO, JOHN, CHARLES; MYHRE, MICHELLE, ANN
How much AUM does Oak Advisors, LLC have?
Oak Advisors, LLC reported $284.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-14).
Who owns Oak Advisors, LLC?
Disclosed owners and executives of Oak Advisors, LLC include CHIACCHIERO, JOHN, CHARLES, MYHRE, MICHELLE, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.