Oak Advisors, LLC
● SEC registered since 2005CRD 137192SEC# 801-64842Bluffton, SC
Reg. AUM
$284.7M
Employees
6
Accounts
523
Location
Bluffton, SC
Oak Advisors, LLC assets under management
Oak Advisors, LLC is an SEC-registered investment adviser based in Bluffton, SC. The firm has been registered since 2005. It reports $284.7 million in regulatory assets under management and employs 6 people.
Oak Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Charles Chiacchiero Control | Chief Compliance Officer (cco) And Managing Member | 50-75% | 2005 |
| Michelle Ann Myhre Control | Managing Member | 50-75% | 2005 |
Frequently asked questions
How much does Oak Advisors, LLC manage?
Oak Advisors, LLC reports $284.7 million in regulatory assets under management on its Form ADV.
How many employees does Oak Advisors, LLC have?
Oak Advisors, LLC reports 6 employees.
Where is Oak Advisors, LLC located?
Oak Advisors, LLC is based in Bluffton, SC and has been SEC-registered since 2005.
Does Oak Advisors, LLC disclose fund performance?
Oak Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Clark Summit Drive, Suite 201, Bluffton, SC 29910 |
| Phone | 843-757-9339 |
| Fax | 843-757-9338 |
| Office hours | 9:30 To 4:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.7M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$284.7Mregulatory AUM
Discretionary $284.7M