Oak Family Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 26, 2026, reports $621M in regulatory assets under management, 6 employees, and 853 accounts.
Assets Under Management
$621M
Employees
6
Offices
--
Total Clients
203
Primary office
CHICAGO, IL
150 NORTH WACKER DRIVE, SUITE 1760, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.1% of total clients.
Top client categories% of clientsClients
1
HNWI
63.1%
128
2
Individuals
35.5%
72
3
Corporations
1.0%
2
4
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$621Mas of March 26, 2026
Discretionary84.7%
$526M
85% of total RAUM84.7%
Non-discretionary15.3%
$95M
15% of total RAUM15.3%
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$621M
Total Accounts853
10Y AUM Change+$501M (+417.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change+2 (+50.0%)
* 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.