| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Robert Wallace | Shareholder | 10-25% | 2024 |
| David Hudson Melendy Control | Vice President Advisory Services | Under 5% | 2022 |
| George Thomas Allen III Control | Finop, Chief Financial Officer | 10-25% | 2000 |
Silver Oak Securities Incorporated reports $2 billion in regulatory assets under management on its Form ADV.
Silver Oak Securities Incorporated reports 106 employees.
Silver Oak Securities Incorporated is based in Jackson, TN and has been SEC-registered since 2010.
Silver Oak Securities Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 403 N. Parkway, Ste. 101, Jackson, TN 38305 |
| Phone | 731-668-3825 |
| Fax | 731-668-3844 |
| Office hours | 8:30 A.M To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1080576 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.03B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.03B |