The Oak Ridge Financial Services Group, Inc
● SEC registered since 2015CRD 42941SEC# 801-80809Golden Valley, MN
Reg. AUM
$668.6M
Employees
57
Accounts
1,500
Location
Golden Valley, MN
The Oak Ridge Financial Services Group, Inc assets under management
The Oak Ridge Financial Services Group, Inc is an investment advisory firm registered with the SEC based in Golden Valley, MN. The firm has been registered since 2015. It reports $668.6 million in regulatory assets under management and employs 57 people.
The Oak Ridge Financial Services Group, Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon James Cowan Control | Evp, Cco | Under 5% | 2025 |
| John Richard Ekman Control | Executive Vice President | Under 5% | 2024 |
| Julie Ann Macy Rumble Control | Vp, Operations Manager | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does The Oak Ridge Financial Services Group, Inc manage?
The Oak Ridge Financial Services Group, Inc reports $668.6 million in regulatory assets under management on its Form ADV.
How many employees does The Oak Ridge Financial Services Group, Inc have?
The Oak Ridge Financial Services Group, Inc reports 57 employees.
Where is The Oak Ridge Financial Services Group, Inc located?
The Oak Ridge Financial Services Group, Inc is based in Golden Valley, MN and has been SEC-registered since 2015.
Does The Oak Ridge Financial Services Group, Inc disclose fund performance?
The Oak Ridge Financial Services Group, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Xenia Avenue South, Suite 100, Golden Valley, MN 55416-1089 |
| Phone | 763-923-2270 |
| Fax | 763-923-2280 |
| Office hours | 8:00a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$668.6M▲ 46%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$668.6Mregulatory AUM
Discretionary $131.2MNon-discretionary $537.4M