Silver Oak Securities Incorporated
● SEC registered since 2010CRD 46947SEC# 801-71178Jackson, TN
Reg. AUM
$2.45B
Employees
103
Accounts
15,093
Location
Jackson, TN
Silver Oak Securities Incorporated assets under management
Silver Oak Securities Incorporated is a registered investment adviser overseen by the SEC based in Jackson, TN. The firm has been registered since 2010. It reports $2.4 billion in regulatory assets under management and employs 103 people.
Silver Oak Securities Incorporated owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Robert Wallace | Shareholder | 10-25% | 2024 |
| David Hudson Melendy Control | Vice President Advisory Services | Under 5% | 2022 |
| George Thomas Allen III Control | Finop, Chief Financial Officer | 10-25% | 2000 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Silver Oak Securities Incorporated manage?
Silver Oak Securities Incorporated reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Silver Oak Securities Incorporated have?
Silver Oak Securities Incorporated reports 103 employees.
Where is Silver Oak Securities Incorporated located?
Silver Oak Securities Incorporated is based in Jackson, TN and has been SEC-registered since 2010.
Does Silver Oak Securities Incorporated disclose fund performance?
Silver Oak Securities Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 403 N. Parkway, Ste. 101, Jackson, TN 38305 |
| Phone | 731-668-3825 |
| Fax | 731-668-3844 |
| Office hours | 8:30 A.M To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1080576 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.45B▲ 67%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$2.45Bregulatory AUM
Discretionary $2.4BNon-discretionary $44.5M