Oak Family Advisors, LLC
Oak Family Advisors, LLC is an SEC-registered wealth manager in Chicago, IL with $621.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Oak Family Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141332, SEC 801-108109, data through 2026-06-11.
- AUM (assets under management / regulatory AUM)
- $621.0M (2026-06-11)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 6
- Clients
- 203
- CRD
- 141332
- Ownership
- SEAVER, CHRISTINE, LYNN; BETTERMAN, JOHN, JOSEPH; FITZPATRICK, JOHN, HENRY; WILSON, TERRENCE, SCOTT; HELMINSKI, KATHLEEN, ANN
How much AUM does Oak Family Advisors, LLC have?
Oak Family Advisors, LLC reported $621.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-11).
Who owns Oak Family Advisors, LLC?
Disclosed owners and executives of Oak Family Advisors, LLC include SEAVER, CHRISTINE, LYNN, BETTERMAN, JOHN, JOSEPH, FITZPATRICK, JOHN, HENRY, WILSON, TERRENCE, SCOTT, HELMINSKI, KATHLEEN, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.