SEC Form ADV

WHITE OAK FINANCIAL MANAGEMENT, INC

Registered Investment AdviserNC
$143.5M
Assets Under Management
1
Total Clients
3
Employees
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Registration Details

Accession
crd-142615
Location
ASHEVILLE, NC
Filing Date
January 13, 2026
AUM
$143.5M
Total Clients
1
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

WHITE OAK FINANCIAL MANAGEMENT, INC is a registered investment adviser headquartered in ASHEVILLE, NC, managing approximately $143.5M in assets across 1 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.