Investment adviser · CRD 42941
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
Investment adviser filing (IA)
GOLDEN VALLEY, MN, United States · Form ADV filed Dec 23, 2025
- Regulatory AUM
- $669M Form ADV · Item 5.F
- Client accounts
- 1,500 Accounts, not individual clients
- Employees
- 57 Reported in this filing
- Advisory professionals
- 32 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 | 158 | $391,516,872 | 58.6% |
| Individuals | 836 | $267,765,002 | 40.0% |
| Charities | 6 | $6,030,640 | 0.9% |
| Corporations & businesses | 5 | $3,268,585 | 0.5% |
Filing source
Form ADV 2028776 · Dec 23, 2025 · 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: Dec 23, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
701 XENIA AVENUE SOUTH, SUITE 100GOLDEN VALLEY, MN, 55416-1089, United States
CRD 42941
Filing source
Form ADV 2028776 · Dec 23, 2025 · 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.