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OLD OAK ADVISORS, LLC

Advisory

VESTAVIA HILLS, AL

Data as of Apr 13, 2026 · Source: SEC Form ADV

Average account
$118K
across 210 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 13, 2026.

Total AUM
$25M
Discretionary %
90.1%
Clients
57
Employees
1

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$25M
Discretionary AUM$22M
Non-Discretionary AUM$2M
Discretionary %90.1%
Total Clients57
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

CANTERBURY INVESTMENT ADVISORS LLC
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AJA FINANCIAL LLC
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FINANCIAL STRATEGIES WEALTH MANAGEMENT LLC
$24M
AURA ASSET MANAGEMENT, INC.
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-37.4% 1Y
WEALTH MANAGEMENT CONSULTANTS, L.L.C.
MOBILE, AL
$23M

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