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OAK LANE ADVISORS

CENTERVILLE, UT · CRD 140612 · IAPD ↗ · 801-335-8200

$446.3MRegulatory AUM
8Advisory reps
12Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — OAK LANE ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
December 2025 — OAK LANE ADVISORS now reports custody of client assets ($194.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — OAK LANE ADVISORS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — OAK LANE ADVISORS notice-filed in WY.
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.