RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FORD, BRENT, ADAMSITREASURER/CHIEF COMPLIANCE OFFICER/MANAGING DIRECTORNA Control
FORD, BRENT, ADAMSITREASURER/CHIEF COMPLIANCE OFFICER/MANAGING DIRECTORNA Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/OPERATIONS MANAGERD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/OPERATIONS MANAGERD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/OPERATIONS MANAGERD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/OPERATIONS MANAGERD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/COOD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/COOD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/COOD Control
FORD, PRIESTLEY, CUMMINGSIVICE PRESIDENT/COOD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEO/CHIEF COMPLIANCE OFFICERD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEOD Control
MCCUE, LAURA, CUMMINGSIPRESIDENT/CEOD Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (7)

CO FL NC NY SC TX VA

Address

1270 HENDERSONVILLE ROAD
SUITE #4
ASHEVILLE, NC 28803
United States
Phone: 828-274-7844