The Oak Ridge Financial Services Group, Inc
The Oak Ridge Financial Services Group, Inc is an SEC-registered mass-market adviser in Golden Valley, MN with $668.6M assets under management (AUM, regulatory AUM), +46% over one year. See who owns The Oak Ridge Financial Services Group, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 42941, SEC 801-80809, data through 2025-12-23.
- AUM (assets under management / regulatory AUM)
- $668.6M (2025-12-23)
- Firm type
- Mass-Market Adviser
- Location
- Golden Valley, MN
- Employees
- 57
- Clients
- 1,005
- CRD
- 42941
- Ownership
- BROWN, KAEL CELESTE; JACKSON, ELIZABETH S; NEWMAN, LISA ANN; HERSTAD, THOMAS DAVID; OAK RIDGE ACQUISITION CORPORATION
How much AUM does The Oak Ridge Financial Services Group, Inc have?
The Oak Ridge Financial Services Group, Inc reported $668.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-23).
Who owns The Oak Ridge Financial Services Group, Inc?
Disclosed owners and executives of The Oak Ridge Financial Services Group, Inc include BROWN, KAEL CELESTE, JACKSON, ELIZABETH S, NEWMAN, LISA ANN, HERSTAD, THOMAS DAVID, OAK RIDGE ACQUISITION CORPORATION. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.