WHITE OAK FINANCIAL MANAGEMENT, INC
CRD #142615 SEC #801-131079 ASHEVILLE, NC 828-274-7844
SEC Registered
Total AUM
$112.7M
Discretionary
$112.7M
Employees
4
Clients
101
Accounts
845
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $112.7M | $112.7M | $0 | 4 | 0 |
| Sep 2024 | $105.6M | $105.6M | $0 | 3 | 0 |
| Aug 2024 | $105.6M | $105.6M | $0 | 3 | 0 |
| May 2012 | $37.8M | $37.8M | $0 | 1 | 300 |
| Mar 2012 | $37.8M | $37.8M | $0 | 1 | 300 |
| Mar 2011 | $42M | $42M | $0 | 5 | -- |
| Mar 2010 | $33M | $33M | $0 | 5 | -- |
DateMar 2025
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$105.6M
Discretionary$105.6M
Non-Disc.$0
Employees3
Clients0
DateMay 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees5
Clients--