Active
OAK ADVISORS, LLC
Investment Advice|BLUFFTON, SC
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$241.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 241.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 137192 |
| SEC Number | 801-64842 |
| Street Address | 3 CLARK SUMMIT DRIVE |
| Street Address 2 | SUITE 201 |
| Location | BLUFFTON, SC 29910 |
| Country | United States |
| Phone | 843-757-9339 |
| Fax | 843-757-9338 |
| Total Employees | 6 |
Client Count by Type (196 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 133 |
| High Net Worth Individual… | 63 |
Community Partners
CITY OF BEAUFORT
COUNTY OF BEAUFORT
TOWN OF BLUFFTON
TOWN OF HILTON HEAD ISLAND
TOWN OF PORT ROYAL
CITY OF BEAUFORT
COUNTY OF BEAUFORT
TOWN OF BLUFFTON
TOWN OF HILTON HEAD ISLAND
TOWN OF PORT ROYAL
CITY OF BEAUFORT
COUNTY OF BEAUFORT
TOWN OF BLUFFTON
TOWN OF HILTON HEAD ISLAND
TOWN OF PORT ROYAL
Municipal Government
5 Active
5
Organizations
BEAUFORT COUNTY SOIL CONSERVATION DISTRICT
BEAUFORT HOUSING AUTHORITY
BEAUFORT-JASPER WATER AND SEWER AUTHORITY
BROAD CREEK PUBLIC SERVICE DISTRICT
BURTON FIRE DISTRICT
FRIPP ISLAND PUBLIC SERVICE DISTRICT
HILTON HEAD PUBLIC SERVICE DISTRICT 1
LADYS ISLAND-ST HELENA ISLAND FIRE DISTRICT
LOWCOUNTRY REGIONAL TRANSPORTATION AUTHORITY
LOW COUNTRY REGIONAL TRANSPORTATION AUTHORITY/PALMETTO BREEZE
SOUTH ISLAND PUBLIC SERVICE DISTRICT
BEAUFORT COUNTY SOIL CONSERVATION DISTRICT
BEAUFORT HOUSING AUTHORITY
BEAUFORT-JASPER WATER AND SEWER AUTHORITY
BROAD CREEK PUBLIC SERVICE DISTRICT
BURTON FIRE DISTRICT
FRIPP ISLAND PUBLIC SERVICE DISTRICT
HILTON HEAD PUBLIC SERVICE DISTRICT 1
LADYS ISLAND-ST HELENA ISLAND FIRE DISTRICT
LOWCOUNTRY REGIONAL TRANSPORTATION AUTHORITY
LOW COUNTRY REGIONAL TRANSPORTATION AUTHORITY/PALMETTO BREEZE
SOUTH ISLAND PUBLIC SERVICE DISTRICT
BEAUFORT COUNTY SOIL CONSERVATION DISTRICT
BEAUFORT HOUSING AUTHORITY
BEAUFORT-JASPER WATER AND SEWER AUTHORITY
BROAD CREEK PUBLIC SERVICE DISTRICT
BURTON FIRE DISTRICT
FRIPP ISLAND PUBLIC SERVICE DISTRICT
HILTON HEAD PUBLIC SERVICE DISTRICT 1
LADYS ISLAND-ST HELENA ISLAND FIRE DISTRICT
LOWCOUNTRY REGIONAL TRANSPORTATION AUTHORITY
LOW COUNTRY REGIONAL TRANSPORTATION AUTHORITY/PALMETTO BREEZE
SOUTH ISLAND PUBLIC SERVICE DISTRICT
Special District
11 Active
11
Organizations
BEAUFORT COUNTY SCHOOL DISTRICT 1
HILTON HEAD ISLAND HIGH SCHOOL - NAVY - JROTC
BEAUFORT COUNTY SCHOOL DISTRICT 1
HILTON HEAD ISLAND HIGH SCHOOL - NAVY - JROTC
BEAUFORT COUNTY SCHOOL DISTRICT 1
HILTON HEAD ISLAND HIGH SCHOOL - NAVY - JROTC
School District
2 Active
2
Organizations
2R3 TREASURE HOUSE
350 INS WOMEN OF THE LOW COUNTRY
79 & 1 METZERS CHARITIES INC
A CALL TO ACTION
A CHRISTIAN WITNESS TO ROMAN
ACTS MINISTRIES INC
ADAPTIVE GOLF EXPERIENCE INC
ALL ABOUT CATS
ALL FOR GEORGIA
ALL PAWS ON DECK
ALLSTAR CHEERLEADING CHARITIES
ALTERNATIVE FUEL COMBUSTION SCIENCE EDUCATION FOUNDATION
ALZHEIMERS FAMILY SERVICES OF GREAT
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF MARTIAL ARTS
AMERICAN GUILD OF ORGANISTS
2R3 TREASURE HOUSE
350 INS WOMEN OF THE LOW COUNTRY
79 & 1 METZERS CHARITIES INC
A CALL TO ACTION
A CHRISTIAN WITNESS TO ROMAN
ACTS MINISTRIES INC
ADAPTIVE GOLF EXPERIENCE INC
ALL ABOUT CATS
ALL FOR GEORGIA
ALL PAWS ON DECK
ALLSTAR CHEERLEADING CHARITIES
ALTERNATIVE FUEL COMBUSTION SCIENCE EDUCATION FOUNDATION
ALZHEIMERS FAMILY SERVICES OF GREAT
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF MARTIAL ARTS
AMERICAN GUILD OF ORGANISTS
2R3 TREASURE HOUSE
350 INS WOMEN OF THE LOW COUNTRY
79 & 1 METZERS CHARITIES INC
A CALL TO ACTION
A CHRISTIAN WITNESS TO ROMAN
ACTS MINISTRIES INC
ADAPTIVE GOLF EXPERIENCE INC
ALL ABOUT CATS
ALL FOR GEORGIA
ALL PAWS ON DECK
ALLSTAR CHEERLEADING CHARITIES
ALTERNATIVE FUEL COMBUSTION SCIENCE EDUCATION FOUNDATION
ALZHEIMERS FAMILY SERVICES OF GREAT
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF MARTIAL ARTS
AMERICAN GUILD OF ORGANISTS
Nonprofit Organization
1073 Active
1073
Organizations
Community Partners68 organizations
CITY OF BEAUFORT
Municipal Government·BEAUFORT
COUNTY OF BEAUFORT
Municipal Government·BEAUFORT
BROAD CREEK PUBLIC SERVICE DISTRICT
Special District·HILTON HEAD ISLAND
BURTON FIRE DISTRICT
Special District·BEAUFORT
LADYS ISLAND-ST HELENA ISLAND FIRE DISTRICT
Special District·BEAUFORT
LOWCOUNTRY REGIONAL TRANSPORTATION AUTHORITY
Special District·BLUFFTON
HILTON HEAD ISLAND HIGH SCHOOL - NAVY - JROTC
School District·HILTON HEAD ISLAND
2R3 TREASURE HOUSE
Nonprofit Organization·BEAUFORT
350 INS WOMEN OF THE LOW COUNTRY
Nonprofit Organization·Hilton Head Island
79 & 1 METZERS CHARITIES INC
Nonprofit Organization·Bluffton
A CALL TO ACTION
Nonprofit Organization·BLUFFTON
A CHRISTIAN WITNESS TO ROMAN
Nonprofit Organization·BLUFFTON
ACTS MINISTRIES INC
Nonprofit Organization·BEAUFORT
ADAPTIVE GOLF EXPERIENCE INC
Nonprofit Organization·BEAUFORT
ALL ABOUT CATS
Nonprofit Organization·HILTON HEAD ISLAND
ALL FOR GEORGIA
Nonprofit Organization·Hilton Head Island
ALL PAWS ON DECK
Nonprofit Organization·Hilton Head Island
ALLSTAR CHEERLEADING CHARITIES
Nonprofit Organization·BLUFFTON
ALTERNATIVE FUEL COMBUSTION SCIENCE EDUCATION FOUNDATION
Nonprofit Organization·HILTON HEAD
ALZHEIMERS FAMILY SERVICES OF GREAT
Nonprofit Organization·BEAUFORT
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Beaufort
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Beaufort
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Beaufort
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Beaufort
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Beaufort
AMERICAN FEDERATION OF MARTIAL ARTS
Nonprofit Organization·Okatie
AMERICAN GUILD OF ORGANISTS
Nonprofit Organization·Bluffton
AMERICAN LEGION
Nonprofit Organization·Hilton Head Island
AMERICAN LEGION
Nonprofit Organization·Beaufort
AMERICAN LEGION
Nonprofit Organization·Beaufort
AMERICAN LEGION AUXILARY
Nonprofit Organization·Hilton Head Island
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bluffton
AMERICAN LEGION AUXILIARY UNIT 0009
Nonprofit Organization·Beaufort
AMERICAN REVOLUTION ROUND TABLE SC
Nonprofit Organization·BLUFFTON
AMERICAN SHORE & BEACH
Nonprofit Organization·BEAUFORT
American Veterans of World War II 0070
Nonprofit Organization·Port Royal
AMERICAN YOUTH FOOTBALL
Nonprofit Organization·HILTON HEAD ISLAND
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·Okatie
AMERICAN YOUTH FOOTBALL INC
Nonprofit Organization·BLUFFTON
AMVETS
Nonprofit Organization·Beaufort
AMVETS
Nonprofit Organization·Port Royal
AMVETS POST 70 LADIES AUXILIARY
Nonprofit Organization·PORT ROYAL
ANCIENT FREE MASONS OF SOUTH CAROLINA
Nonprofit Organization·Beaufort
ANCIENT FREE MASONS OF SOUTH CAROLINA
Nonprofit Organization·Hilton Head Island
ANCIENT FREE MASONS OF SOUTH CAROLINA
Nonprofit Organization·Port Royal
Ancient Order of Hibernians in America 38BE01
Nonprofit Organization·Okatie
ANGEL FUND FOUNDATION INC
Nonprofit Organization·HILTON HEAD ISLAND
ANOINTED MUSIC MINISTRIES
Nonprofit Organization·BLUFFTON
APRIL 30TH FOUNDATION
Nonprofit Organization·HILTON HEAD ISLAND
ARRHYTHMIA ALLIANCE
Nonprofit Organization·HILTON HEAD ISLAND
ART LEAGUE OF HILTON HEAD INC
Nonprofit Organization·HILTON HEAD ISLAND
ARTS CENTER OF COASTAL CAROLINA
Nonprofit Organization·HILTON HEAD ISLAND
ARTS & CULTURAL COUNCIL OF HILTON HEAD
Nonprofit Organization·Hilton Head Island
ASHBURN INSTITUTE INC
Nonprofit Organization·BLUFFTON
ASSOCIATION OF ABC STORES OF SOUTH CAROLINA
Nonprofit Organization·HILTON HEAD
ASSOCIATION OF BLUFFTON BASEBALL &
Nonprofit Organization·BLUFFTON
ASSOCIATION OF INFORMATION TECHNOLOGY PROFESSIONALS
Nonprofit Organization·Bluffton