RIA Intel›Advisers›Florida›OAKS VALLEY FINANCIAL SERVICES, LLC

OAKS VALLEY FINANCIAL SERVICES, LLC

Advisory

MIAMI, FL

Data as of Apr 23, 2026 · Source: SEC Form ADV

Rank in FL
#1,580
of 2,610 advisers by AUM
Average account
$171K
across 320 accounts
AUM per adviser
$14M
4 advisers

Source: SEC Form ADV. Figures as filed Apr 23, 2026.

Total AUM
$55M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$55M
Discretionary AUM$42M
Non-Discretionary AUM$13M
Discretionary %77%
Total Clients320
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NM, WY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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