| Name | Title | Ownership | Since |
|---|---|---|---|
| John Charles Chiacchiero Control | Chief Compliance Officer (cco) And Managing Member | 50-75% | 2005 |
| Michelle Ann Myhre Control | Managing Member | 50-75% | 2005 |
Oak Advisors, LLC reports $241.8 million in regulatory assets under management on its Form ADV.
Oak Advisors, LLC reports 6 employees.
Oak Advisors, LLC is based in Bluffton, SC and has been SEC-registered since 2005.
Oak Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3 Clark Summit Drive, Suite 201, Bluffton, SC 29910 |
| Phone | 843-757-9339 |
| Fax | 843-757-9338 |
| Office hours | 9:30 To 4:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $241.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $241.8M |