ASHEVILLE, NCCRD 142615Latest ADV January 13, 2026
White Oak Financial Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Asheville, NC. Its latest Form ADV filing, dated January 13, 2026, reports $143M in regulatory assets under management, 3 employees, and 905 accounts.
Assets Under Management
$143M
Employees
3
Offices
--
Total Clients
350
Primary office
ASHEVILLE, NC
1270 HENDERSONVILLE ROAD, SUITE #4, ASHEVILLE, NC, United States
Top client segmentIndividuals represent 88.6% of total clients.
Top client categories% of clientsClients
1
Individuals
88.6%
310
2
HNWI
11.4%
40
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of January 13, 2026
Discretionary99.9%
$143M
100% of total RAUM99.9%
Non-discretionary0.1%
$130K
0% of total RAUM0.1%
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$143M
Total Accounts905
10Y AUM Change+$38M (+35.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee117:1
10Y Employee Change0 (0.0%)
* 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.