RIA Intel›Advisers›Tennessee›SILVER OAK SECURITIES INCORPORATED

SILVER OAK SECURITIES INCORPORATED

Advisory

N·JACKSON, TN

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM
$2.4B
1-Year AUM Growth
+34.0%
3-Year CAGR
+24.0%
Employees
103
Assets Under Management
Total AUM$2.4B
Discretionary AUM$2.4B
Non-Discretionary AUM$45M
Discretionary %98.2%
Total Clients8,671
Team
Total Employees103
Investment Advisers103
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record90
First FilingFeb 26, 2010
Latest FilingJul 1, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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