PORTLAND, ORCRD 108298Latest ADV February 13, 2026
Silver Oak Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated February 13, 2026, reports $419M in regulatory assets under management, 8 employees, and 738 accounts.
Assets Under Management
$419M
Employees
8
Offices
--
Total Clients
193
Primary office
PORTLAND, OR
1130 SW MORRISON ST, STE 312, PORTLAND, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.5% of total clients.
Top client categories% of clientsClients
1
HNWI
72.5%
140
2
Individuals
25.9%
50
3
Charitable
1.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of February 13, 2026
Discretionary81.3%
$341M
81% of total RAUM81.3%
Non-discretionary18.7%
$78M
19% of total RAUM18.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$419M
Total Accounts738
10Y AUM Change+$205M (+95.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee24:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.