Investment adviser · CRD 108298
SILVER OAK ADVISORY GROUP
Investment adviser filing (IA)
SILVER OAK ADVISORY GROUP, INC.
PORTLAND, OR, United States · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $419M Form ADV · Item 5.F
- Client accounts
- 738 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 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 |
|---|---|---|---|
| High-net-worth individuals | 140 | $378,402,995 | 90.3% |
| Individuals | 50 | $32,692,418 | 7.8% |
| Charities | 3 | $7,840,662 | 1.9% |
Filing source
Form ADV 2116981 · Jul 1, 2026 · 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 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1130 SW MORRISON ST, STE 312PORTLAND, OR, 97205-2217, United States
CRD 108298
Filing source
Form ADV 2116981 · Jul 1, 2026 · 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.