White Oak Financial Management, Inc
White Oak Financial Management, Inc is an SEC-registered mass-market adviser in Asheville, NC with $143.5M assets under management (AUM, regulatory AUM), +36% over one year. See who owns White Oak Financial Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142615, SEC 801-131079, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $143.5M (2026-01-13)
- Firm type
- Mass-Market Adviser
- Location
- Asheville, NC
- Employees
- 3
- Clients
- 350
- CRD
- 142615
- Ownership
- MCCUE, LAURA, CUMMINGS; FORD, PRIESTLEY, CUMMINGS; CUMMINGS, JEANNE, PRIESTLEY; CUMMINGS, JEANNE, P; FORD, BRENT, ADAMS
How much AUM does White Oak Financial Management, Inc have?
White Oak Financial Management, Inc reported $143.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns White Oak Financial Management, Inc?
Disclosed owners and executives of White Oak Financial Management, Inc include MCCUE, LAURA, CUMMINGS, FORD, PRIESTLEY, CUMMINGS, CUMMINGS, JEANNE, PRIESTLEY, CUMMINGS, JEANNE, P, FORD, BRENT, ADAMS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.