# Oake Financial LLC

Oake Financial LLC is a RIA based in null, null.

## Overview

- **Organization type:** RIA
- **Headquarters:** null, null
- **Region:** null
- **Address:** null
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 316992
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316992

## About

OAKE FINANCIAL LLC is a state-registered investment adviser with $24 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at Oake Financial LLC?

No individual has been publicly identified as the investment decision-maker for Oake Financial LLC. The firm does not publish a team or leadership page. This lack of information is common for single-family offices that operate privately.

### What is the wealth origin for Oake Financial LLC?

The source of wealth underlying Oake Financial LLC is not disclosed in any public record. The firm's ownership structure and family connection remain unknown.

### Does Oake Financial LLC participate in direct deals or fund investments?

No public information exists about Oake Financial LLC's investment approach—whether direct co-investments, fund commitments, or other vehicles. The firm does not appear in deal announcements, regulatory filings, or industry databases as a known investor.

### What sectors does Oake Financial LLC target?

Oake Financial LLC has not publicly stated any sector focus. No portfolio companies or investment themes have been identified through public sources.

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Last updated: 2026-08-10T19:36:47.593Z

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