CRD 334282Registration Status: ApprovedEffective since April 20, 2026Latest ADV July 15, 2026
One Oak is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated July 15, 2026, reports $110M in regulatory assets under management, 7 employees, 1 office, and 18 accounts.
Top client segmentCharitable represent 72.2% of total clients.
Top client categories% of clientsClients
1
Charitable
72.2%
13
2
HNWI
27.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of July 15, 2026
Discretionary100.0%
$110M
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$110M
Total Accounts18
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee3:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.