Oak Family Advisors, LLC
● SEC registered since 2016CRD 141332SEC# 801-108109Chicago, IL
Reg. AUM
$621M
Employees
6
Accounts
853
Location
Chicago, IL
Oak Family Advisors, LLC assets under management
Oak Family Advisors, LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2016. It reports $621 million in regulatory assets under management and employs 6 people.
Oak Family Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Melcher Sloan Control | President | Under 5% | 2016 |
| John Henry Fitzpatrick Control | Non-Executive Chairman | Under 5% | 2011 |
| Kathleen Ann Helminski Control | Chief Compliance Officer | Under 5% | 2014 |
| Oak Family Holdings, LLC Control | Manager | Over 75% | 2010 |
| Terrence Scott Wilson Control | Chief Executive Officer | Under 5% | 2011 |
| William Elliot Driscoll Control | Director Of Research | Under 5% | 2019 |
| John Henry Fitzpatrick Control | Managing Member | Over 75% | 2010 |
Frequently asked questions
How much does Oak Family Advisors, LLC manage?
Oak Family Advisors, LLC reports $621 million in regulatory assets under management on its Form ADV.
How many employees does Oak Family Advisors, LLC have?
Oak Family Advisors, LLC reports 6 employees.
Where is Oak Family Advisors, LLC located?
Oak Family Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2016.
Does Oak Family Advisors, LLC disclose fund performance?
Oak Family Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 150 North Wacker Drive, Suite 1760, Chicago, IL 60606-1607 |
| Phone | 312-373-7221 |
| Fax | 312-212-5449 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1846161 |
| Discloses disciplinary history | No |
Regulatory AUM
$621M▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$621Mregulatory AUM
Discretionary $526MNon-discretionary $95M