Southern Oak Capital, LLC
Southern Oak Capital, LLC is an SEC-registered asset manager with $52.5M assets under management (AUM, regulatory AUM), -67% over one year. See who owns Southern Oak Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309933, data through 2023-07-17.
- AUM (assets under management / regulatory AUM)
- $52.5M (2023-07-17)
- Firm type
- Asset Manager
- Employees
- 3
- Clients
- 6
- CRD
- 309933
- Ownership
- Mobley, Clayton; Ayers, Todd; AYERS INVESTMENTS LLLP; Devine, Stephanie; Devine, Christopher
How much AUM does Southern Oak Capital, LLC have?
Southern Oak Capital, LLC reported $52.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-07-17).
Who owns Southern Oak Capital, LLC?
Disclosed owners and executives of Southern Oak Capital, LLC include Mobley, Clayton, Ayers, Todd, AYERS INVESTMENTS LLLP, Devine, Stephanie, Devine, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.