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THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
CRD 42941File 801-80809
APPROVED
Retail clients
Disclosure events
Filing as of Dec 23, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$668.6M
Above cohort median (national)
Discretionary AUM
$131.2M
Non-discretionary $537.4M
Clients
1,005
1,500 accounts
Employees
57
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 15, 2015
- Principal office
- 701 XENIA AVENUE SOUTH, SUITE 100, GOLDEN VALLEY, MN, 55416-1089
- Phone
- 763-923-2270
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $668.6M
- Discretionary AUM
- $131.2M
- Non-discretionary AUM
- $537.4M
- Discretionary accounts
- 330
- Non-discretionary accounts
- 1,170
- Total accounts
- 1,500
- AUM per client
- $665K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $3.3M |
| Charitable organizations | 6 | $6.0M |
| High net worth individuals | 158 | $391.5M |
| Individuals (other than high net worth individuals) | 836 | $267.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11E2
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.