Oak Financial Group Inc
● SEC registered since 1992CRD 106293SEC# 801-40926
Reg. AUM
$177.2M
Employees
4
Accounts
138
Location
—
Oak Financial Group Inc assets under management
Oak Financial Group Inc is an investment advisory firm registered with the SEC. The firm has been registered since 1992. It reports $177.2 million in regulatory assets under management and employs 4 people.
Oak Financial Group Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Korinne Palmer Murphy | Chief Operations Officer & Chief Compliance Officer | Under 5% | 2005 |
| Kyra Elise Palmer | Co-Chief Investment Officer | Under 5% | 2011 |
| Merryl Hackman | Secretary | Under 5% | 1990 |
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Join to unlock · $37/moFrequently asked questions
How much does Oak Financial Group Inc manage?
Oak Financial Group Inc reports $177.2 million in regulatory assets under management on its Form ADV.
How many employees does Oak Financial Group Inc have?
Oak Financial Group Inc reports 4 employees.
Does Oak Financial Group Inc disclose fund performance?
Oak Financial Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 203-329-9043 |
| Fax | 203-968-9152 |
| Office hours | 9 a.m. To 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1535301 |
| Discloses disciplinary history | No |
Regulatory AUM
$177.2M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$177.2Mregulatory AUM
Discretionary $175.1MNon-discretionary $2.1M