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OAK ADVISORS, LLC

BLUFFTON, SC · CRD 137192 · IAPD ↗ · oakadvisors.net · 843-757-9339

$284.7MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — OAK ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — OAK ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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