# White Oak Financial Management

White Oak Financial Management is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://whiteoakfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/white-oak-financial-management

## Regulatory record

- **CRD number:** 142615
- **SEC file number:** 801-131079
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142615

## About

WHITE OAK FINANCIAL MANAGEMENT, INC is an SEC-registered investment adviser in ASHEVILLE, NC, registered since 2024. The firm manages $143 million in assets on a discretionary basis. It has 3 employees and 3 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### How does White Oak Financial Management source proprietary deal flow?

The firm leverages relationships with mid-market banks, direct origination teams, and placement agents to access private credit and real estate opportunities. It does not maintain a public deal-sourcing platform or formal venture network.

### What investment stages does White Oak Financial Management typically target?

White Oak targets mature debt and real asset stages: senior secured debt, direct lending, stabilized income-producing properties, and operational infrastructure assets. It does not pursue early-stage venture or growth equity.

### Which sectors does White Oak Financial Management explicitly avoid?

The firm avoids early-stage startups, venture capital, public equities, and speculative assets. It focuses on income-generating strategies across private credit, real estate, and infrastructure.

## Related profiles

- [Cumbie Advisory Services](https://altss.com/profile/cumbie-advisory-services-inc)
- [Sikich Financial](https://altss.com/profile/sikich-financial)

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Last updated: 2026-07-06T01:24:28.899Z

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