RIA Intel›Advisers›Vermont›OAK MAPLE FINANCE, LLC

OAK MAPLE FINANCE, LLC

Advisory

BURLINGTON, VT

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in VT
#43
of 52 advisers by AUM
Average account
$498K
across 186 accounts
AUM per adviser
$46M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$93M
Discretionary %
100%
Clients
54
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$93M
Discretionary AUM$93M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients54
Team
Total Employees5
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY, VT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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+2.9% 1Y
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