Rightoak Asset Management, LLC
● SEC registered since 2025CRD 337832SEC# 801-134408
Reg. AUM
$111.9M
Employees
7
Accounts
1,026
Location
—
Rightoak Asset Management, LLC assets under management
Rightoak Asset Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $111.9 million in regulatory assets under management and employs 7 people.
Rightoak Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan John Bytwerk Control | Owner/Cco | Over 75% | 2025 |
Frequently asked questions
How much does Rightoak Asset Management, LLC manage?
Rightoak Asset Management, LLC reports $111.9 million in regulatory assets under management on its Form ADV.
How many employees does Rightoak Asset Management, LLC have?
Rightoak Asset Management, LLC reports 7 employees.
Does Rightoak Asset Management, LLC disclose fund performance?
Rightoak Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 517-306-4884 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.9M▲ 6%
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$111.9Mregulatory AUM
Discretionary $111.9M