Oak Asset Management, LLC
● SEC registered since 2017CRD 287856SEC# 801-110296Westlake Village, CA
Reg. AUM
$413.8M
Employees
4
Accounts
687
Location
Westlake Village, CA
Oak Asset Management, LLC assets under management
Oak Asset Management, LLC is an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2017. It reports $413.8 million in regulatory assets under management and employs 4 people.
Oak Asset Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Travis Noe Control | Managing Partner | 25-50% | 2017 |
| Janet Marie Robinson Control | Managing Partner | 25-50% | 2017 |
| Plateau Advisors, LLC Control | Managing Partner | 25-50% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oak Asset Management, LLC manage?
Oak Asset Management, LLC reports $413.8 million in regulatory assets under management on its Form ADV.
How many employees does Oak Asset Management, LLC have?
Oak Asset Management, LLC reports 4 employees.
Where is Oak Asset Management, LLC located?
Oak Asset Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2017.
Does Oak Asset Management, LLC disclose fund performance?
Oak Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2535 Townsgate Road, Suite 300, Westlake Village, CA 91361 |
| Phone | (805) 778-0818 |
| Fax | (805) 778-0876 |
| Office hours | M-T: 8A-4P; F: 8A-2P |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1726375 |
| Discloses disciplinary history | No |
Regulatory AUM
$413.8M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$413.8Mregulatory AUM
Discretionary $413.8M