Oak Lane Advisors
Oak Lane Advisors is an SEC-registered mass-market adviser in Centerville, UT with $446.3M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Oak Lane Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140612, SEC 801-116880, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $446.3M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Centerville, UT
- Employees
- 12
- Clients
- 932
- CRD
- 140612
- Ownership
- FISHER, OWEN, JOHN; ELDREDGE, TREVOR, B; SMARTT, STEVEN, KENNETH; ELDREDGE, TREVOR, BRENT; TULLIS, ROGER, MATTHEW
How much AUM does Oak Lane Advisors have?
Oak Lane Advisors reported $446.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Oak Lane Advisors?
Disclosed owners and executives of Oak Lane Advisors include FISHER, OWEN, JOHN, ELDREDGE, TREVOR, B, SMARTT, STEVEN, KENNETH, ELDREDGE, TREVOR, BRENT, TULLIS, ROGER, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.