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SILVER OAK ADVISORY GROUP
Legal name: SILVER OAK ADVISORY GROUP, INC.
CRD 108298File 801-39897
APPROVED
Retail clients
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$418.9M
Below cohort median (national)
Discretionary AUM
$340.6M
Non-discretionary $78.3M
Clients
193
738 accounts
Employees
8
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 13, 1991
- Principal office
- 1130 SW MORRISON ST, STE 312, PORTLAND, OR, 97205-2217
- Phone
- 503-242-1715
- Website
- HTTP://WWW.SILVEROAK.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $418.9M
- Discretionary AUM
- $340.6M
- Non-discretionary AUM
- $78.3M
- Discretionary accounts
- 609
- Non-discretionary accounts
- 129
- Total accounts
- 738
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $7.8M |
| High net worth individuals | 140 | $378.4M |
| Individuals (other than high net worth individuals) | 50 | $32.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.