RIA Intel›Advisers›North Carolina›WHITE OAK FINANCIAL MANAGEMENT, INC

WHITE OAK FINANCIAL MANAGEMENT, INC

Advisory

N·ASHEVILLE, NC

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

Total AUM
$143M
1-Year AUM Growth
+6.8%
3-Year CAGR
+8.5%
Employees
3
Assets Under Management
Total AUM$143M
Discretionary AUM$143M
Non-Discretionary AUM$130K
Discretionary %99.9%
Total Clients351
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingJul 16, 2007
Latest FilingJan 13, 2026
🔒 Full AUM trend chart and 12 historical filings spanning 19+ years
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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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