Investment adviser · CRD 344348

THREE OAKS ADVISORY GROUP, LLC

Investment adviser filing (IA)

RICHARDSON, TX, United States · Form ADV filed Sep 23, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Sep 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

3400 NORTH CENTRAL EXPRESSWAY,, SUITE 110-201
RICHARDSON, TX, 75080, United States

CRD 344348

Filing source

Form ADV 2134267 · Sep 23, 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.