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SILVER OAK ADVISORY GROUP

PORTLAND, OR · CRD 108298 · IAPD ↗ · 503-242-1715

$418.9MRegulatory AUM
7Advisory reps
8Employees
88Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — SILVER OAK ADVISORY GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — SILVER OAK ADVISORY GROUP reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.