White Oaks Investment Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 17, 2026, reports $496M in regulatory assets under management, 3 employees, 1 office, and 11 accounts.
Assets Under Management
$496M
Employees
3
Offices
1 office
Total Clients
10
Primary office
SARASOTA, FL
1717 2ND STREET, SUITE C, SARASOTA, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$496Mas of March 17, 2026
Discretionary100.0%
$496M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$496M
Total Accounts11
10Y AUM Change+$194M (+64.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee3:1
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.