WESTLAKE VILLAGE, CACRD 287856Latest ADV February 23, 2026
Oak Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated February 23, 2026, reports $414M in regulatory assets under management, 4 employees, 2 offices, and 687 accounts.
Assets Under Management
$414M
Employees
4
Offices
2 offices
Total Clients
251
Primary office
WESTLAKE VILLAGE, CA
2535 TOWNSGATE ROAD, SUITE 300, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
124
2
Individuals
47.0%
118
3
Pension Plans
1.6%
4
4
Corporations
1.6%
4
5
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$414Mas of February 23, 2026
Discretionary100.0%
$414M
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$414M
Total Accounts687
10Y AUM Change+$414M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee63:1
10Y Employee Change-1 (-20.0%)
* 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.