GOLDEN VALLEY, MNCRD 42941Latest ADV December 23, 2025
The Oak Ridge Financial Services Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Golden Valley, MN. Its latest Form ADV filing, dated December 23, 2025, reports $669M in regulatory assets under management, 57 employees, 1 office, and 1,500 accounts.
Assets Under Management
$669M
Employees
57
Offices
1 office
Total Clients
1,005
Primary office
GOLDEN VALLEY, MN
701 XENIA AVENUE SOUTH, SUITE 100, GOLDEN VALLEY, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.2% of total clients.
Top client categories% of clientsClients
1
Individuals
83.2%
836
2
HNWI
15.7%
158
3
Charitable
0.6%
6
4
Corporations
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$669Mas of December 23, 2025
Discretionary19.6%
$131M
20% of total RAUM19.6%
Non-discretionary80.4%
$537M
80% of total RAUM80.4%
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$669M
Total Accounts1,500
10Y AUM Change+$518M (+344.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees57
Clients per Employee18:1
10Y Employee Change+1 (+1.8%)
* 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.