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White Oak Financial Management, Inc

● SEC registered since 2024CRD 142615SEC# 801-131079Asheville, NC
Export (members)
Reg. AUM
$112.7M
Employees
4
Accounts
845
Location
Asheville, NC

White Oak Financial Management, Inc assets under management

White Oak Financial Management, Inc is a registered investment adviser overseen by the SEC based in Asheville, NC. The firm has been registered since 2024. It reports $112.7 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/white-oak-financial-management/aboutView on SEC.gov ↗

White Oak Financial Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
Brent Adams Ford ControlTreasurer/Chief Compliance Officer/Managing DirectorUnder 5%2025
Laura Cummings McCue ControlPresident/Ceo50-75%2003
Priestley Cummings Ford ControlVice President/Coo50-75%2003

Frequently asked questions

How much does White Oak Financial Management, Inc manage?

White Oak Financial Management, Inc reports $112.7 million in regulatory assets under management on its Form ADV.

How many employees does White Oak Financial Management, Inc have?

White Oak Financial Management, Inc reports 4 employees.

Where is White Oak Financial Management, Inc located?

White Oak Financial Management, Inc is based in Asheville, NC and has been SEC-registered since 2024.

Does White Oak Financial Management, Inc disclose fund performance?

White Oak Financial Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1270 Hendersonville Road, Suite #4, Asheville, NC 28803
Phone828-274-7844
Fax828-274-7848
Office hours9:15 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$112.7M
Non-discretionary$0
Total (RAUM)$112.7M