SILVER OAK SECURITIES, INC.

Legal name: SILVER OAK SECURITIES INCORPORATED

CRD 46947File 801-71178

APPROVED

Retail clients

Disclosure events

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.45B

Top 25% of cohort (national)

Discretionary AUM

$2.40B

Non-discretionary $44.5M

Clients

8,746

15,093 accounts

Employees

103

Top 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Apr 16, 2010
Principal office: 403 N. PARKWAY, STE. 101, JACKSON, TN, 38305
Phone: 731-668-3825
Website: https://joinsilveroaksecurities.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.45B
Discretionary AUM: $2.40B
Non-discretionary AUM: $44.5M
Discretionary accounts: 15,006
Non-discretionary accounts: 87
Total accounts: 15,093
AUM per client: $280K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	92	$37.2M
Charitable organizations	23	$3.4M
High net worth individuals	448	$954.5M
Individuals (other than high net worth individuals)	8,183	$1.45B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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 11

Q11
Q11D2
Q11D4
Q11D5
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.