THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
CRD #42941 SEC #801-80809 GOLDEN VALLEY, MN 763-923-2270
SEC Registered Broker-Dealer Disclosures
Total AUM
$668.6M
Discretionary
$131.2M
Employees
57
Clients
1
Accounts
1,500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $668.6M | $131.2M | $537.4M | 57 | 0 |
| Nov 2025 | $456.4M | $65.4M | $391M | 60 | 0 |
| Mar 2025 | $456.4M | $65.4M | $391M | 60 | 0 |
| Feb 2025 | $456.4M | $65.4M | $391M | 60 | 0 |
| Dec 2024 | $456.4M | $65.4M | $391M | 60 | 0 |
| Dec 2024 | $456.4M | $65.4M | $391M | 60 | 0 |
| Nov 2024 | $413.6M | $93.6M | $320M | 60 | 0 |
| Sep 2024 | $413.6M | $93.6M | $320M | 60 | 0 |
| Jun 2024 | $413.6M | $93.6M | $320M | 60 | 0 |
| Apr 2024 | $413.6M | $93.6M | $320M | 60 | 0 |
| Dec 2023 | $413.6M | $93.6M | $320M | 60 | 0 |
| Oct 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Sep 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Jul 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Jun 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Jun 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Jun 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| May 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Apr 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Apr 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Mar 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Mar 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Feb 2023 | $338M | $83.6M | $254.4M | 61 | 0 |
| Dec 2022 | $338M | $83.6M | $254.4M | 61 | 0 |
| Dec 2021 | $420.5M | $122.8M | $297.7M | 60 | 0 |
| Dec 2020 | $311.1M | $73M | $238.1M | 68 | 0 |
| Sep 2020 | $256.3M | $61.4M | $195M | 69 | 0 |
| Jun 2020 | $256.3M | $61.4M | $195M | 69 | 0 |
| Dec 2019 | $256.3M | $61.4M | $195M | 69 | 0 |
| Feb 2019 | $235.8M | $48.5M | $187.3M | 66 | 0 |
| Dec 2018 | $235.8M | $48.5M | $187.3M | 66 | 0 |
| Nov 2018 | $217.4M | $45.3M | $172.1M | 62 | 0 |
| Aug 2018 | $217.4M | $45.3M | $172.1M | 62 | 0 |
| May 2018 | $217.4M | $45.3M | $172.1M | 62 | 0 |
| Dec 2017 | $217.4M | $45.3M | $172.1M | 62 | 0 |
| Dec 2016 | $167.8M | $30.3M | $137.5M | 62 | 800 |
| Apr 2016 | $150.5M | $5.7M | $144.8M | 56 | 700 |
| Mar 2016 | $150.5M | $5.7M | $144.8M | 56 | 700 |
| Feb 2016 | $150.5M | $5.7M | $144.8M | 56 | 700 |
| Dec 2015 | $150.5M | $5.7M | $144.8M | 56 | 700 |
| Nov 2015 | $132.4M | $0 | $132.4M | 56 | 700 |
| Mar 2015 | $132.4M | $0 | $132.4M | 56 | 700 |
| Dec 2014 | $132.4M | $0 | $132.4M | 56 | 700 |
DateDec 2025
Total AUM$668.6M
Discretionary$131.2M
Non-Disc.$537.4M
Employees57
Clients0
DateNov 2025
Total AUM$456.4M
Discretionary$65.4M
Non-Disc.$391M
Employees60
Clients0
DateMar 2025
Total AUM$456.4M
Discretionary$65.4M
Non-Disc.$391M
Employees60
Clients0
DateFeb 2025
Total AUM$456.4M
Discretionary$65.4M
Non-Disc.$391M
Employees60
Clients0
DateDec 2024
Total AUM$456.4M
Discretionary$65.4M
Non-Disc.$391M
Employees60
Clients0
DateDec 2024
Total AUM$456.4M
Discretionary$65.4M
Non-Disc.$391M
Employees60
Clients0
DateNov 2024
Total AUM$413.6M
Discretionary$93.6M
Non-Disc.$320M
Employees60
Clients0
DateSep 2024
Total AUM$413.6M
Discretionary$93.6M
Non-Disc.$320M
Employees60
Clients0
DateJun 2024
Total AUM$413.6M
Discretionary$93.6M
Non-Disc.$320M
Employees60
Clients0
DateApr 2024
Total AUM$413.6M
Discretionary$93.6M
Non-Disc.$320M
Employees60
Clients0
DateDec 2023
Total AUM$413.6M
Discretionary$93.6M
Non-Disc.$320M
Employees60
Clients0
DateOct 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateSep 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateJul 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateJun 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateJun 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateJun 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateMay 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateApr 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateApr 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateMar 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateMar 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateFeb 2023
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateDec 2022
Total AUM$338M
Discretionary$83.6M
Non-Disc.$254.4M
Employees61
Clients0
DateDec 2021
Total AUM$420.5M
Discretionary$122.8M
Non-Disc.$297.7M
Employees60
Clients0
DateDec 2020
Total AUM$311.1M
Discretionary$73M
Non-Disc.$238.1M
Employees68
Clients0
DateSep 2020
Total AUM$256.3M
Discretionary$61.4M
Non-Disc.$195M
Employees69
Clients0
DateJun 2020
Total AUM$256.3M
Discretionary$61.4M
Non-Disc.$195M
Employees69
Clients0
DateDec 2019
Total AUM$256.3M
Discretionary$61.4M
Non-Disc.$195M
Employees69
Clients0
DateFeb 2019
Total AUM$235.8M
Discretionary$48.5M
Non-Disc.$187.3M
Employees66
Clients0
DateDec 2018
Total AUM$235.8M
Discretionary$48.5M
Non-Disc.$187.3M
Employees66
Clients0
DateNov 2018
Total AUM$217.4M
Discretionary$45.3M
Non-Disc.$172.1M
Employees62
Clients0
DateAug 2018
Total AUM$217.4M
Discretionary$45.3M
Non-Disc.$172.1M
Employees62
Clients0
DateMay 2018
Total AUM$217.4M
Discretionary$45.3M
Non-Disc.$172.1M
Employees62
Clients0
DateDec 2017
Total AUM$217.4M
Discretionary$45.3M
Non-Disc.$172.1M
Employees62
Clients0
DateDec 2016
Total AUM$167.8M
Discretionary$30.3M
Non-Disc.$137.5M
Employees62
Clients800
DateApr 2016
Total AUM$150.5M
Discretionary$5.7M
Non-Disc.$144.8M
Employees56
Clients700
DateMar 2016
Total AUM$150.5M
Discretionary$5.7M
Non-Disc.$144.8M
Employees56
Clients700
DateFeb 2016
Total AUM$150.5M
Discretionary$5.7M
Non-Disc.$144.8M
Employees56
Clients700
DateDec 2015
Total AUM$150.5M
Discretionary$5.7M
Non-Disc.$144.8M
Employees56
Clients700
DateNov 2015
Total AUM$132.4M
Discretionary$0
Non-Disc.$132.4M
Employees56
Clients700
DateMar 2015
Total AUM$132.4M
Discretionary$0
Non-Disc.$132.4M
Employees56
Clients700
DateDec 2014
Total AUM$132.4M
Discretionary$0
Non-Disc.$132.4M
Employees56
Clients700