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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOORMAN, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOORMAN, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOORMAN, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOORMAN, JOANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Joanne, Boorman | I | CHIEF COMPLIANCE OFFICER | NA | |
| Joanne, Boorman | I | CHIEF COMPLIANCE OFFICER | NA | |
| Joanne, Boorman | I | CHIEF COMPLIANCE OFFICER | NA | |
| Joanne, Boorman | I | CHIEF COMPLIANCE OFFICER | NA | |
| Joanne, Boorman | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | E | Control |
| SCHLAUCH, DEBORAH | I | PRESIDENT | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| THOMAS, DEBORAH, LEOLA | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | D | Control |
| THOMAS, DEBORAH, LEOLA | I | FOUNDER/CHIEF COMPLIANCE OFFICER | D | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY AND TREASURER | C | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | C | Control |
| THOMAS, DEBORAH, LEOLA | I | FOUNDER/CHIEF COMPLIANCE OFFICER | C | Control |
| GILBERT, BENJAMIN, EZRA | I | SECRETARY AND TREASURER | B | Control |
| HOWE, JESSICA, MARIE | I | PRESIDENT | B | Control |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (5)
CA CO OR TX WA
Address
1130 SW MORRISON STSTE 312
PORTLAND, OR 97205-2217
United States
Phone: 503-242-1715