# SILVER OAK ADVISORY GROUP

SILVER OAK ADVISORY GROUP is a Registered Investment Adviser.

## Overview

- **Organization type:** Registered Investment Adviser

## Regulatory record

- **CRD number:** 108298
- **SEC file number:** 801-39897
- **Registration status:** Registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-07-01

## About

SILVER OAK ADVISORY GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-01, it reported 8 employees; 738 advisory accounts; services including Financial planning, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

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Updated: 2026-10-24T21:05:23Z

Canonical page: https://altss.com/profile/silver-oak-advisory-group

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