# OLD OAK ADVISORS, LLC

OLD OAK ADVISORS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 159893
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159893

## About

Old Oak Advisors, LLC is a state-registered investment adviser in Vestavia Hills, AL. The firm manages $25 million in assets, $22 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Old Oak Advisors?

No named principals or investment professionals have been publicly identified for Old Oak Advisors, LLC. The firm does not maintain a public website or LinkedIn profile that discloses leadership.

### Does Old Oak Advisors participate in fund commitments or only direct deals?

Old Oak Advisors' investment vehicle preferences are not publicly known. No fund commitments or direct deals have been reported in accessible sources.

### What investment stages does Old Oak Advisors typically target?

Old Oak Advisors' investment stage focus is undisclosed. No information on early-stage, growth, late-stage, or buyout preferences exists in public records.

### Which sectors does Old Oak Advisors explicitly avoid?

Old Oak Advisors has not publicly identified any excluded sectors. The firm's investment universe remains entirely opaque.

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Last updated: 2026-07-06T01:24:22.457Z

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