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WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615File 801-131079
APPROVED
Retail clients
Custody
Filing as of Jan 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$143.5M
Bottom 25% of cohort (national)
Discretionary AUM
$143.4M
Non-discretionary $130K
Clients
350
905 accounts
Employees
3
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 6, 2024
- Principal office
- 1270 HENDERSONVILLE ROAD, SUITE #4, ASHEVILLE, NC, 28803
- Phone
- 828-274-7844
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $143.5M
- Discretionary AUM
- $143.4M
- Non-discretionary AUM
- $130K
- Discretionary accounts
- 902
- Non-discretionary accounts
- 3
- Total accounts
- 905
- AUM per client
- $410K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.8M |
| High net worth individuals | 40 | $90.8M |
| Individuals (other than high net worth individuals) | 310 | $50.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.