Investment adviser · CRD 296842
OAK TRAIL ADVISORS
Investment adviser filing (IA)
OAK TRAIL ADVISORS, LLC
TOLEDO, OH, United States · Form ADV filed Jul 30, 2018
- Regulatory AUM
- $203M Form ADV · Item 5.F
- Client accounts
- 1,545 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 370 | $88,835,710 | 43.8% |
| Retirement plans | 93 | $71,000,000 | 35.0% |
| High-net-worth individuals | 130 | $43,000,000 | 21.2% |
Filing source
Form ADV 1232114 · Jul 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
6591 W. CENTRAL AVE, SUITE 108TOLEDO, OH, 43617, United States
CRD 296842
Filing source
Form ADV 1232114 · Jul 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.