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WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC
CRD 157766File 801-72370
APPROVED
Custody
Filing as of Sep 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.83B
Top 25% of cohort (national)
Discretionary AUM
$1.83B
Clients
0
8 accounts
Employees
8
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 8, 2011
- Principal office
- 4960 E. DUBLIN-GRANVILLE ROAD, SUITE 500, WESTERVILLE, OH, 43081
- Phone
- 614-741-7600
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.83B
- Discretionary AUM
- $1.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- —
Clients by type
ADV Item 5DNo client-type detail reported.
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 9 | 0 | decreased by9 |
| Apr 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2026 | AUM | $1,963,600,000 | $1,827,400,000 | decreased by$136,200,000 |
| Apr 1, 2026 | Accounts | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,373,966,955 | $1,963,600,000 | decreased by$410,366,955 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 6 | decreased by4 |
| Apr 1, 2022 | AUM | $1,464,784,000 | $2,373,966,955 | increased by$909,182,955 |
| Apr 1, 2022 | Accounts | 9 | 10 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WHITE OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WHITE OAK” may also match similarly-named firms). Confirm identity against each filing.
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.