Investment adviser · CRD 142615
WHITE OAK FINANCIAL MANAGEMENT, INC
Investment adviser filing (IA)
ASHEVILLE, NC, United States · Form ADV filed Jan 13, 2026
- Regulatory AUM
- $143M Form ADV · Item 5.F
- Client accounts
- 905 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 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 | 40 | $90,842,751 | 63.3% |
| Individuals | 310 | $50,879,153 | 35.5% |
| Charities | Fewer than 5 | $1,774,162 | 1.2% |
Filing source
Form ADV 2040231 · Jan 13, 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: Jan 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1270 HENDERSONVILLE ROAD, SUITE #4ASHEVILLE, NC, 28803, United States
CRD 142615
Filing source
Form ADV 2040231 · Jan 13, 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.