RIA Intel›Advisers›North Carolina›OAKE FINANCIAL LLC

OAKE FINANCIAL LLC

Advisory

NC

Data as of Jan 27, 2026 · Source: SEC Form ADV

Average account

$1M

across 23 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

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

BOLIN CREEK WEALTH ADVISORS LLC

CHAPEL HILL, NC

$24M

ONE PROVIDENCE CAPITAL, LLC

$23M

GRIGGS CAPITAL MANAGEMENT, LLC

$23M

AGILE ENTERPRISES, LLC

$24M

CROSSROADS FINANCIAL SERVICES LLC

$23M

HIGHWIND WEALTH MANAGEMENT, LLC

$23M

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