WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC

CRD 157766File 801-72370

APPROVED

Custody

Filing as of Mar 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.83B

Top 25% of cohort (national)

Discretionary AUM

$1.83B

Clients

8 accounts

Employees

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 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	9	0
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.