WATER OAK ADVISORS, LLC
CRD #140486 SEC #801-66872 WINTER PARK, FL 407-567-2956
SEC Registered
Total AUM
$2.2B
Discretionary
$2.1B
Employees
16
Clients
101
Accounts
2,020
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $2.2B | $2.1B | $144.9M | 16 | 0 |
| Jul 2020 | $2.2B | $2.1B | $144.9M | 16 | 0 |
| Jun 2020 | $2.2B | $2.1B | $144.9M | 16 | 0 |
| Mar 2020 | $2.2B | $2.1B | $144.9M | 16 | 0 |
| Feb 2020 | $2B | $1.8B | $150M | 13 | 0 |
| Mar 2019 | $2B | $1.8B | $150M | 13 | 0 |
| Nov 2018 | $2B | $1.9B | $130.7M | 14 | 0 |
| Jul 2018 | $2B | $1.9B | $130.7M | 14 | 0 |
| Apr 2018 | $2B | $1.9B | $130.7M | 14 | 0 |
| Mar 2018 | $2B | $1.9B | $130.7M | 14 | 0 |
| Jul 2017 | $1.7B | $1.6B | $158.5M | 18 | 600 |
| Apr 2017 | $1.7B | $1.6B | $158.5M | 18 | 600 |
| Mar 2017 | $1.7B | $1.5B | $200.6M | 17 | 600 |
| Feb 2017 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| Dec 2016 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| Oct 2016 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| Jul 2016 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| May 2016 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| Apr 2016 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| Mar 2016 | $1.4B | $1.3B | $100.9M | 17 | 600 |
| Dec 2015 | $1.5B | $1.4B | $111.6M | 16 | 500 |
| Nov 2015 | $1.5B | $1.4B | $111.6M | 16 | 500 |
| Sep 2015 | $1.5B | $1.4B | $111.6M | 16 | 500 |
| Aug 2015 | $1.5B | $1.4B | $111.6M | 16 | 500 |
| Jul 2015 | $1.4B | $1.3B | $111.6M | 15 | 500 |
| Mar 2015 | $1.4B | $1.3B | $111.6M | 15 | 500 |
| Mar 2015 | $1.4B | $1.3B | $111.6M | 15 | 500 |
| Mar 2015 | $1.3B | $1.2B | $118.7M | 12 | 500 |
| Jun 2014 | $1.3B | $1.2B | $118.7M | 12 | 500 |
| Mar 2014 | $1.3B | $1.2B | $118.7M | 12 | 500 |
| Jan 2014 | $1.1B | $1B | $117.3M | 12 | 400 |
| Jan 2014 | $1.1B | $1B | $117.3M | 12 | 400 |
| Nov 2013 | $1.1B | $1B | $117.3M | 12 | 400 |
| Oct 2013 | $1.1B | $1B | $117.3M | 12 | 400 |
| Oct 2013 | $1.1B | $1B | $117.3M | 12 | 400 |
| Sep 2013 | $1.1B | $1B | $117.3M | 12 | 400 |
| Sep 2013 | $1B | $938.6M | $105.8M | 10 | 400 |
| Apr 2013 | $1B | $938.6M | $105.8M | 10 | 400 |
| Apr 2013 | $1B | $938.6M | $105.8M | 10 | 400 |
| Apr 2013 | $1B | $938.6M | $105.8M | 10 | 400 |
| Feb 2013 | $903.8M | $903.8M | $0 | 8 | 400 |
| Jan 2013 | $903.8M | $903.8M | $0 | 8 | 400 |
| Oct 2012 | $903.8M | $903.8M | $0 | 6 | 400 |
| Oct 2012 | $879.3M | $879.3M | $0 | 6 | 1,052 |
| Aug 2012 | $879.3M | $879.3M | $0 | 6 | 1,052 |
| May 2012 | $762.3M | $762.3M | $0 | 6 | 1,052 |
| Mar 2012 | $762.3M | $762.3M | $0 | 6 | 1,052 |
| Mar 2012 | $762.3M | $762.3M | $0 | 6 | 1,052 |
| Aug 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| Jul 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| Jul 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| Jun 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| May 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| Mar 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| Mar 2011 | $701.7M | $693.7M | $8M | 10 | -- |
| Nov 2010 | $634M | $626M | $8M | 10 | -- |
| Aug 2010 | $634M | $626M | $8M | 10 | -- |
| Sep 2009 | $670.4M | $661.4M | $9M | 10 | -- |
| Mar 2009 | $670.4M | $661.4M | $9M | 10 | -- |
| Jan 2008 | $808M | $781M | $27M | 10 | -- |
| Jan 2008 | $808M | $781M | $27M | 10 | -- |
| Nov 2007 | $753.5M | $711.2M | $42.3M | 10 | -- |
| Oct 2007 | $705M | $672.7M | $32.3M | 10 | -- |
| Sep 2007 | $642.4M | $610.1M | $32.3M | 10 | -- |
| Apr 2007 | $533.7M | $533.7M | $0 | 10 | -- |
| Apr 2007 | $533.7M | $533.7M | $0 | 10 | -- |
| Mar 2007 | $533.7M | $533.7M | $0 | 10 | -- |
| Feb 2007 | $533.7M | $533.7M | $0 | 10 | -- |
| Jan 2007 | $533.7M | $533.7M | $0 | 10 | -- |
| Dec 2006 | $426.6M | $426.6M | $0 | 5 | -- |
DateJul 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$144.9M
Employees16
Clients0
DateJul 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$144.9M
Employees16
Clients0
DateJun 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$144.9M
Employees16
Clients0
DateMar 2020
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$144.9M
Employees16
Clients0
DateFeb 2020
Total AUM$2B
Discretionary$1.8B
Non-Disc.$150M
Employees13
Clients0
DateMar 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$150M
Employees13
Clients0
DateNov 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$130.7M
Employees14
Clients0
DateJul 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$130.7M
Employees14
Clients0
DateApr 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$130.7M
Employees14
Clients0
DateMar 2018
Total AUM$2B
Discretionary$1.9B
Non-Disc.$130.7M
Employees14
Clients0
DateJul 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$158.5M
Employees18
Clients600
DateApr 2017
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$158.5M
Employees18
Clients600
DateMar 2017
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$200.6M
Employees17
Clients600
DateFeb 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateDec 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateOct 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateJul 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateMay 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateApr 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$100.9M
Employees17
Clients600
DateDec 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$111.6M
Employees16
Clients500
DateNov 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$111.6M
Employees16
Clients500
DateSep 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$111.6M
Employees16
Clients500
DateAug 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$111.6M
Employees16
Clients500
DateJul 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$111.6M
Employees15
Clients500
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$111.6M
Employees15
Clients500
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$111.6M
Employees15
Clients500
DateMar 2015
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.7M
Employees12
Clients500
DateJun 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.7M
Employees12
Clients500
DateMar 2014
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$118.7M
Employees12
Clients500
DateJan 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.3M
Employees12
Clients400
DateJan 2014
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.3M
Employees12
Clients400
DateNov 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.3M
Employees12
Clients400
DateOct 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.3M
Employees12
Clients400
DateOct 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.3M
Employees12
Clients400
DateSep 2013
Total AUM$1.1B
Discretionary$1B
Non-Disc.$117.3M
Employees12
Clients400
DateSep 2013
Total AUM$1B
Discretionary$938.6M
Non-Disc.$105.8M
Employees10
Clients400
DateApr 2013
Total AUM$1B
Discretionary$938.6M
Non-Disc.$105.8M
Employees10
Clients400
DateApr 2013
Total AUM$1B
Discretionary$938.6M
Non-Disc.$105.8M
Employees10
Clients400
DateApr 2013
Total AUM$1B
Discretionary$938.6M
Non-Disc.$105.8M
Employees10
Clients400
DateFeb 2013
Total AUM$903.8M
Discretionary$903.8M
Non-Disc.$0
Employees8
Clients400
DateJan 2013
Total AUM$903.8M
Discretionary$903.8M
Non-Disc.$0
Employees8
Clients400
DateOct 2012
Total AUM$903.8M
Discretionary$903.8M
Non-Disc.$0
Employees6
Clients400
DateOct 2012
Total AUM$879.3M
Discretionary$879.3M
Non-Disc.$0
Employees6
Clients1,052
DateAug 2012
Total AUM$879.3M
Discretionary$879.3M
Non-Disc.$0
Employees6
Clients1,052
DateMay 2012
Total AUM$762.3M
Discretionary$762.3M
Non-Disc.$0
Employees6
Clients1,052
DateMar 2012
Total AUM$762.3M
Discretionary$762.3M
Non-Disc.$0
Employees6
Clients1,052
DateMar 2012
Total AUM$762.3M
Discretionary$762.3M
Non-Disc.$0
Employees6
Clients1,052
DateAug 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateJul 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateJul 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateJun 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateMay 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateMar 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateMar 2011
Total AUM$701.7M
Discretionary$693.7M
Non-Disc.$8M
Employees10
Clients--
DateNov 2010
Total AUM$634M
Discretionary$626M
Non-Disc.$8M
Employees10
Clients--
DateAug 2010
Total AUM$634M
Discretionary$626M
Non-Disc.$8M
Employees10
Clients--
DateSep 2009
Total AUM$670.4M
Discretionary$661.4M
Non-Disc.$9M
Employees10
Clients--
DateMar 2009
Total AUM$670.4M
Discretionary$661.4M
Non-Disc.$9M
Employees10
Clients--
DateJan 2008
Total AUM$808M
Discretionary$781M
Non-Disc.$27M
Employees10
Clients--
DateJan 2008
Total AUM$808M
Discretionary$781M
Non-Disc.$27M
Employees10
Clients--
DateNov 2007
Total AUM$753.5M
Discretionary$711.2M
Non-Disc.$42.3M
Employees10
Clients--
DateOct 2007
Total AUM$705M
Discretionary$672.7M
Non-Disc.$32.3M
Employees10
Clients--
DateSep 2007
Total AUM$642.4M
Discretionary$610.1M
Non-Disc.$32.3M
Employees10
Clients--
DateApr 2007
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$533.7M
Discretionary$533.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$426.6M
Discretionary$426.6M
Non-Disc.$0
Employees5
Clients--