OAK ADVISORS, LLC
CRD #137192 SEC #801-64842 BLUFFTON, SC 843-757-9339
SEC Registered
Total AUM
$241.8M
Discretionary
$241.8M
Employees
6
Clients
1
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $241.8M | $241.8M | $0 | 6 | 0 |
| Mar 2025 | $241.8M | $241.8M | $0 | 6 | 0 |
| Jan 2024 | $209.5M | $209.3M | $231.1K | 7 | 0 |
| Jan 2024 | $209.5M | $209.3M | $231.1K | 7 | 0 |
| Feb 2023 | $182.2M | $182M | $148.8K | 8 | 0 |
| Feb 2023 | $182.2M | $182M | $148.8K | 8 | 0 |
| Oct 2022 | $207.7M | $206.4M | $1.3M | 9 | 0 |
| Sep 2022 | $207.7M | $206.4M | $1.3M | 9 | 0 |
| Feb 2022 | $207.7M | $206.4M | $1.3M | 9 | 0 |
| Jan 2022 | $207.7M | $206.4M | $1.3M | 9 | 0 |
| Feb 2021 | $183.7M | $182.5M | $1.2M | 8 | 0 |
| Feb 2021 | $183.7M | $182.5M | $1.2M | 8 | 0 |
| Sep 2020 | $171.9M | $170.6M | $1.3M | 8 | 0 |
| Jun 2020 | $171.9M | $170.6M | $1.3M | 7 | 0 |
| Feb 2020 | $171.9M | $170.6M | $1.3M | 7 | 0 |
| Jan 2019 | $141.9M | $141.9M | $0 | 6 | 0 |
| Oct 2018 | $151.5M | $151.5M | $0 | 6 | 0 |
| Jul 2018 | $151.5M | $151.5M | $0 | 6 | 0 |
| Mar 2018 | $151.5M | $151.5M | $0 | 6 | 0 |
| Feb 2017 | $138.2M | $138.2M | $0 | 6 | 100 |
| Jun 2016 | $122.5M | $122.5M | $0 | 6 | 100 |
| Mar 2016 | $122.5M | $122.5M | $0 | 6 | 100 |
| Oct 2015 | $131.4M | $131.4M | $0 | 6 | 100 |
| Feb 2015 | $131.4M | $131.4M | $0 | 6 | 100 |
| Mar 2014 | $126.5M | $126.5M | $0 | 5 | 100 |
| Feb 2014 | $126.5M | $126.5M | $0 | 5 | 100 |
| Jan 2014 | $126.7M | $126.7M | $0 | 5 | 100 |
| Feb 2013 | $116.8M | $116.8M | $0 | 5 | 100 |
| Feb 2012 | $102.1M | $101.3M | $725.2K | 1 | 145 |
| Jun 2011 | $104.6M | $103.9M | $737K | 5 | -- |
| Jan 2010 | $88.9M | $88.2M | $674K | 5 | -- |
| Apr 2009 | $76.6M | $76.6M | $0 | 5 | -- |
| Feb 2008 | $76M | $76M | $0 | 5 | -- |
| Feb 2007 | $67.9M | $67.9M | $0 | 5 | -- |
| Nov 2006 | $56.4M | $56.4M | $0 | 5 | -- |
| Feb 2006 | $56.4M | $56.4M | $0 | 5 | -- |
| Nov 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$241.8M
Discretionary$241.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$241.8M
Discretionary$241.8M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$209.5M
Discretionary$209.3M
Non-Disc.$231.1K
Employees7
Clients0
DateJan 2024
Total AUM$209.5M
Discretionary$209.3M
Non-Disc.$231.1K
Employees7
Clients0
DateFeb 2023
Total AUM$182.2M
Discretionary$182M
Non-Disc.$148.8K
Employees8
Clients0
DateFeb 2023
Total AUM$182.2M
Discretionary$182M
Non-Disc.$148.8K
Employees8
Clients0
DateOct 2022
Total AUM$207.7M
Discretionary$206.4M
Non-Disc.$1.3M
Employees9
Clients0
DateSep 2022
Total AUM$207.7M
Discretionary$206.4M
Non-Disc.$1.3M
Employees9
Clients0
DateFeb 2022
Total AUM$207.7M
Discretionary$206.4M
Non-Disc.$1.3M
Employees9
Clients0
DateJan 2022
Total AUM$207.7M
Discretionary$206.4M
Non-Disc.$1.3M
Employees9
Clients0
DateFeb 2021
Total AUM$183.7M
Discretionary$182.5M
Non-Disc.$1.2M
Employees8
Clients0
DateFeb 2021
Total AUM$183.7M
Discretionary$182.5M
Non-Disc.$1.2M
Employees8
Clients0
DateSep 2020
Total AUM$171.9M
Discretionary$170.6M
Non-Disc.$1.3M
Employees8
Clients0
DateJun 2020
Total AUM$171.9M
Discretionary$170.6M
Non-Disc.$1.3M
Employees7
Clients0
DateFeb 2020
Total AUM$171.9M
Discretionary$170.6M
Non-Disc.$1.3M
Employees7
Clients0
DateJan 2019
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2018
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$151.5M
Discretionary$151.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2017
Total AUM$138.2M
Discretionary$138.2M
Non-Disc.$0
Employees6
Clients100
DateJun 2016
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees6
Clients100
DateMar 2016
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees6
Clients100
DateOct 2015
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees6
Clients100
DateFeb 2015
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees6
Clients100
DateMar 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients100
DateFeb 2014
Total AUM$126.5M
Discretionary$126.5M
Non-Disc.$0
Employees5
Clients100
DateJan 2014
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees5
Clients100
DateFeb 2013
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees5
Clients100
DateFeb 2012
Total AUM$102.1M
Discretionary$101.3M
Non-Disc.$725.2K
Employees1
Clients145
DateJun 2011
Total AUM$104.6M
Discretionary$103.9M
Non-Disc.$737K
Employees5
Clients--
DateJan 2010
Total AUM$88.9M
Discretionary$88.2M
Non-Disc.$674K
Employees5
Clients--
DateApr 2009
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--