SILVER OAK ADVISORY GROUP, INC.
Legal name: SILVER OAK ADVISORY GROUP
CRD #108298 SEC #801-39897 PORTLAND, OR 503-242-1715
SEC Registered
Total AUM
$372M
Discretionary
$300.1M
Employees
9
Clients
251
Accounts
717
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $372M | $300.1M | $71.9M | 9 | 83 |
| Sep 2025 | $372M | $300.1M | $71.9M | 9 | 83 |
| Feb 2025 | $372M | $300.1M | $71.9M | 9 | 83 |
| Feb 2025 | $372M | $300.1M | $71.9M | 9 | 83 |
| Feb 2024 | $351.2M | $280.8M | $70.4M | 8 | 82 |
| Feb 2023 | $303.5M | $219.7M | $83.8M | 7 | 77 |
| Jul 2022 | $342.8M | $252.1M | $90.7M | 7 | 76 |
| Feb 2022 | $342.8M | $252.1M | $90.7M | 7 | 76 |
| Jul 2021 | $294.9M | $211.5M | $83.4M | 7 | 75 |
| Feb 2021 | $294.9M | $211.5M | $83.4M | 7 | 75 |
| Jun 2020 | $264.8M | $189.5M | $75.3M | 8 | 77 |
| May 2020 | $264.8M | $189.5M | $75.3M | 8 | 77 |
| Feb 2020 | $264.8M | $189.5M | $75.3M | 8 | 77 |
| Aug 2019 | $235.6M | $170.1M | $65.4M | 6 | 85 |
| Feb 2019 | $235.6M | $170.1M | $65.4M | 6 | 85 |
| Mar 2018 | $241.9M | $233.1M | $8.7M | 6 | 101 |
| Mar 2017 | $213.9M | $205.6M | $8.4M | 6 | 200 |
| Oct 2016 | $188.4M | $179.5M | $8.8M | 6 | 200 |
| Mar 2016 | $188.4M | $179.5M | $8.8M | 6 | 200 |
| Mar 2015 | $174.5M | $164.7M | $9.9M | 6 | 165 |
| May 2014 | $148.6M | $105.9M | $42.6M | 6 | 147 |
| Feb 2014 | $148.6M | $105.9M | $42.6M | 6 | 147 |
| Jan 2014 | $131.4M | $0 | $131.4M | 6 | 138 |
| Mar 2013 | $131.4M | $0 | $131.4M | 6 | 138 |
| Jul 2012 | $122.3M | $0 | $122.3M | 1 | 200 |
| Apr 2012 | $122.3M | $0 | $122.3M | 1 | 200 |
| Jan 2012 | $122.3M | $0 | $122.3M | 1 | 200 |
| Mar 2011 | $107.5M | $0 | $107.5M | 5 | -- |
| Mar 2007 | $96.1M | $0 | $96.1M | 5 | -- |
| Jan 2007 | $91.4M | $0 | $91.4M | 5 | -- |
| Feb 2006 | $86.6M | $0 | $86.6M | 5 | -- |
| Sep 2005 | $92.8M | $0 | $92.8M | 5 | -- |
| Mar 2004 | $75.5M | $0 | $75.5M | 5 | -- |
DateOct 2025
Total AUM$372M
Discretionary$300.1M
Non-Disc.$71.9M
Employees9
Clients83
DateSep 2025
Total AUM$372M
Discretionary$300.1M
Non-Disc.$71.9M
Employees9
Clients83
DateFeb 2025
Total AUM$372M
Discretionary$300.1M
Non-Disc.$71.9M
Employees9
Clients83
DateFeb 2025
Total AUM$372M
Discretionary$300.1M
Non-Disc.$71.9M
Employees9
Clients83
DateFeb 2024
Total AUM$351.2M
Discretionary$280.8M
Non-Disc.$70.4M
Employees8
Clients82
DateFeb 2023
Total AUM$303.5M
Discretionary$219.7M
Non-Disc.$83.8M
Employees7
Clients77
DateJul 2022
Total AUM$342.8M
Discretionary$252.1M
Non-Disc.$90.7M
Employees7
Clients76
DateFeb 2022
Total AUM$342.8M
Discretionary$252.1M
Non-Disc.$90.7M
Employees7
Clients76
DateJul 2021
Total AUM$294.9M
Discretionary$211.5M
Non-Disc.$83.4M
Employees7
Clients75
DateFeb 2021
Total AUM$294.9M
Discretionary$211.5M
Non-Disc.$83.4M
Employees7
Clients75
DateJun 2020
Total AUM$264.8M
Discretionary$189.5M
Non-Disc.$75.3M
Employees8
Clients77
DateMay 2020
Total AUM$264.8M
Discretionary$189.5M
Non-Disc.$75.3M
Employees8
Clients77
DateFeb 2020
Total AUM$264.8M
Discretionary$189.5M
Non-Disc.$75.3M
Employees8
Clients77
DateAug 2019
Total AUM$235.6M
Discretionary$170.1M
Non-Disc.$65.4M
Employees6
Clients85
DateFeb 2019
Total AUM$235.6M
Discretionary$170.1M
Non-Disc.$65.4M
Employees6
Clients85
DateMar 2018
Total AUM$241.9M
Discretionary$233.1M
Non-Disc.$8.7M
Employees6
Clients101
DateMar 2017
Total AUM$213.9M
Discretionary$205.6M
Non-Disc.$8.4M
Employees6
Clients200
DateOct 2016
Total AUM$188.4M
Discretionary$179.5M
Non-Disc.$8.8M
Employees6
Clients200
DateMar 2016
Total AUM$188.4M
Discretionary$179.5M
Non-Disc.$8.8M
Employees6
Clients200
DateMar 2015
Total AUM$174.5M
Discretionary$164.7M
Non-Disc.$9.9M
Employees6
Clients165
DateMay 2014
Total AUM$148.6M
Discretionary$105.9M
Non-Disc.$42.6M
Employees6
Clients147
DateFeb 2014
Total AUM$148.6M
Discretionary$105.9M
Non-Disc.$42.6M
Employees6
Clients147
DateJan 2014
Total AUM$131.4M
Discretionary$0
Non-Disc.$131.4M
Employees6
Clients138
DateMar 2013
Total AUM$131.4M
Discretionary$0
Non-Disc.$131.4M
Employees6
Clients138
DateJul 2012
Total AUM$122.3M
Discretionary$0
Non-Disc.$122.3M
Employees1
Clients200
DateApr 2012
Total AUM$122.3M
Discretionary$0
Non-Disc.$122.3M
Employees1
Clients200
DateJan 2012
Total AUM$122.3M
Discretionary$0
Non-Disc.$122.3M
Employees1
Clients200
DateMar 2011
Total AUM$107.5M
Discretionary$0
Non-Disc.$107.5M
Employees5
Clients--
DateMar 2007
Total AUM$96.1M
Discretionary$0
Non-Disc.$96.1M
Employees5
Clients--
DateJan 2007
Total AUM$91.4M
Discretionary$0
Non-Disc.$91.4M
Employees5
Clients--
DateFeb 2006
Total AUM$86.6M
Discretionary$0
Non-Disc.$86.6M
Employees5
Clients--
DateSep 2005
Total AUM$92.8M
Discretionary$0
Non-Disc.$92.8M
Employees5
Clients--
DateMar 2004
Total AUM$75.5M
Discretionary$0
Non-Disc.$75.5M
Employees5
Clients--