White Oak Financial Management, Inc
● SEC registered since 2024CRD 142615SEC# 801-131079Asheville, NC
Reg. AUM
$143.5M
Employees
3
Accounts
905
Location
Asheville, NC
White Oak Financial Management, Inc assets under management
White Oak Financial Management, Inc is a registered investment adviser overseen by the SEC based in Asheville, NC. The firm has been registered since 2024. It reports $143.5 million in regulatory assets under management and employs 3 people.
White Oak Financial Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brent Adams Ford Control | Treasurer/Chief Compliance Officer/Managing Director | Under 5% | 2025 |
| Laura Cummings McCue Control | President/Ceo | 50-75% | 2003 |
| Priestley Cummings Ford Control | Vice President/Coo | 50-75% | 2003 |
Frequently asked questions
How much does White Oak Financial Management, Inc manage?
White Oak Financial Management, Inc reports $143.5 million in regulatory assets under management on its Form ADV.
How many employees does White Oak Financial Management, Inc have?
White Oak Financial Management, Inc reports 3 employees.
Where is White Oak Financial Management, Inc located?
White Oak Financial Management, Inc is based in Asheville, NC and has been SEC-registered since 2024.
Does White Oak Financial Management, Inc disclose fund performance?
White Oak Financial Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1270 Hendersonville Road, Suite #4, Asheville, NC 28803 |
| Phone | 828-274-7844 |
| Fax | 828-274-7848 |
| Office hours | 9:15 a.m. - 4:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$143.5M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$143.5Mregulatory AUM
Discretionary $143.4MNon-discretionary $130K