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SILVER OAK SECURITIES, INC.

JACKSON, TN · CRD 46947 · IAPD ↗ · silveroaksecurities.com · 731-668-3825

$2.45BRegulatory AUM
103Advisory reps
103Employees
42Clients
101-250Planning clients
0Private funds
51States
7Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SILVER OAK SECURITIES, INC. added office(s): 82 -> 85 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — SILVER OAK SECURITIES, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
July 2025 — SILVER OAK SECURITIES, INC.'s Item 11 disclosure-reporting entries rose by 1 (6 -> 7).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — SILVER OAK SECURITIES, INC. added office(s): 76 -> 82 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — SILVER OAK SECURITIES, INC. reported RAUM up 39% ($1.46B -> $2.03B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — SILVER OAK SECURITIES, INC. added office(s): 75 -> 76 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — SILVER OAK SECURITIES, INC. reported RAUM up 34% ($1.09B -> $1.46B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — SILVER OAK SECURITIES, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
79
April 2024 — SILVER OAK SECURITIES, INC. grew from 96 to 105 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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