RIA Intel›Advisers›Michigan›VALLEY OAK INVESTMENT STRATEGIES LLC

VALLEY OAK INVESTMENT STRATEGIES LLC

Advisory

KALAMAZOO, MI

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in MI
#521
of 521 advisers by AUM
Average account
$122K
across 357 accounts
AUM per adviser
$14M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM
$43M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
7
Assets Under Management
Total AUM$43M
Discretionary AUM$19M
Non-Discretionary AUM$25M
Discretionary %43.3%
Total Clients220
Team
Total Employees7
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Partnership
Fiscal Year EndDecember
Operates InFL, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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