SILVER OAK SECURITIES INCORPORATED
Legal name: SILVER OAK SECURITIES, INC.
CRD #46947 SEC #801-71178 JACKSON, TN 731-668-3825
SEC Registered Broker-Dealer Disclosures
Total AUM
$2B
Discretionary
$2B
Employees
106
Clients
51
Accounts
13,411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2B | $2B | $0 | 106 | 0 |
| Nov 2025 | $2B | $2B | $0 | 106 | 0 |
| Nov 2025 | $2B | $2B | $0 | 106 | 0 |
| Jul 2025 | $2B | $2B | $0 | 106 | 0 |
| Jun 2025 | $2B | $2B | $0 | 106 | 0 |
| Apr 2025 | $2B | $2B | $0 | 106 | 0 |
| Mar 2025 | $2B | $2B | $0 | 106 | 0 |
| Feb 2025 | $1.5B | $1.5B | $0 | 105 | 0 |
| Jan 2025 | $1.5B | $1.5B | $0 | 105 | 0 |
| Nov 2024 | $1.5B | $1.5B | $0 | 105 | 0 |
| Aug 2024 | $1.5B | $1.5B | $0 | 105 | 0 |
| Aug 2024 | $1.5B | $1.5B | $0 | 105 | 0 |
| Apr 2024 | $1.5B | $1.5B | $0 | 105 | 0 |
| Mar 2024 | $1.5B | $1.5B | $0 | 105 | 0 |
| Nov 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Sep 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Sep 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Jul 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Apr 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 96 | 0 |
| Dec 2022 | $1B | $1B | $0 | 95 | 0 |
| Dec 2022 | $1B | $1B | $0 | 95 | 0 |
| Dec 2022 | $1B | $1B | $0 | 95 | 0 |
| Nov 2022 | $1B | $1B | $0 | 95 | 0 |
| Oct 2022 | $1B | $1B | $0 | 95 | 0 |
| Sep 2022 | $1B | $1B | $0 | 95 | 0 |
| Sep 2022 | $1B | $1B | $0 | 95 | 0 |
| Sep 2022 | $1B | $1B | $0 | 95 | 0 |
| Jun 2022 | $1B | $1B | $0 | 95 | 0 |
| Jun 2022 | $1B | $1B | $0 | 95 | 0 |
| May 2022 | $1B | $1B | $0 | 95 | 0 |
| May 2022 | $1B | $1B | $0 | 95 | 0 |
| May 2022 | $1B | $1B | $0 | 95 | 0 |
| May 2022 | $1B | $1B | $0 | 95 | 0 |
| Apr 2022 | $1B | $1B | $0 | 95 | 0 |
| Apr 2022 | $1B | $1B | $0 | 95 | 0 |
| Mar 2022 | $1B | $1B | $0 | 95 | 0 |
| Mar 2022 | $1B | $1B | $0 | 95 | 0 |
| Mar 2022 | $1B | $1B | $0 | 95 | 0 |
| Mar 2022 | $1B | $1B | $0 | 95 | 0 |
| Nov 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Oct 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Oct 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Oct 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Oct 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Sep 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Jun 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Jun 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Jun 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Apr 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Mar 2021 | $765.8M | $675M | $90.8M | 70 | 0 |
| Nov 2020 | $611.6M | $566.9M | $44.6M | 66 | 30 |
| Sep 2020 | $611.6M | $566.9M | $44.6M | 66 | 30 |
| Aug 2020 | $611.6M | $566.9M | $44.6M | 66 | 30 |
| Jun 2020 | $611.6M | $566.9M | $44.6M | 66 | 30 |
| Mar 2020 | $611.6M | $566.9M | $44.6M | 66 | 30 |
| Mar 2020 | $418.2M | $377.2M | $40.9M | 55 | 3,221 |
| Feb 2020 | $418.2M | $377.2M | $40.9M | 55 | 3,221 |
| Jul 2019 | $418.2M | $377.2M | $40.9M | 54 | 3,221 |
| May 2019 | $418.2M | $377.2M | $40.9M | 54 | 3,221 |
| Mar 2019 | $418.2M | $377.2M | $40.9M | 52 | 3,221 |
| May 2018 | $319.3M | $293.4M | $25.9M | 42 | 2,336 |
| Mar 2018 | $319.3M | $293.4M | $25.9M | 44 | 2,336 |
| Feb 2018 | $231M | $219.2M | $11.7M | 44 | 2,000 |
| Feb 2018 | $231M | $219.2M | $11.7M | 44 | 2,000 |
| Feb 2018 | $231M | $219.2M | $11.7M | 44 | 2,000 |
| Nov 2017 | $231M | $219.2M | $11.7M | 44 | 2,000 |
| Apr 2017 | $231M | $219.2M | $11.7M | 36 | 2,000 |
| Mar 2017 | $231M | $219.2M | $11.7M | 36 | 2,000 |
| Nov 2016 | $214.8M | $183.3M | $31.5M | 37 | 1,900 |
| Aug 2016 | $214.8M | $183.3M | $31.5M | 37 | 1,900 |
| Jul 2016 | $214.8M | $183.3M | $31.5M | 37 | 1,900 |
| Mar 2016 | $214.8M | $183.3M | $31.5M | 37 | 1,900 |
| Nov 2015 | $137.2M | $113.5M | $23.7M | 33 | 1,155 |
| May 2015 | $137.2M | $113.5M | $23.7M | 33 | 1,155 |
| Mar 2015 | $137.2M | $113.5M | $23.7M | 33 | 1,155 |
| Jan 2015 | $174.2M | $156.7M | $17.5M | 33 | 1,600 |
| Aug 2014 | $174.2M | $156.7M | $17.5M | 7 | 1,600 |
| Apr 2014 | $174.2M | $156.7M | $17.5M | 7 | 1,600 |
| Feb 2013 | $139.2M | $123.3M | $15.9M | 17 | 1,650 |
| Jan 2013 | $92M | $79M | $13M | 15 | 800 |
| Oct 2012 | $92M | $79M | $13M | 1 | 800 |
| Sep 2012 | $92M | $79M | $13M | 1 | 800 |
| Sep 2012 | $92M | $79M | $13M | 1 | 800 |
| Sep 2012 | $92M | $79M | $13M | 1 | 800 |
| Aug 2012 | $92M | $79M | $13M | 1 | 800 |
| Apr 2012 | $92M | $79M | $13M | 1 | 800 |
| Feb 2012 | $51M | $35.5M | $15.6M | 1 | 825 |
| Jan 2012 | $51M | $35.5M | $15.6M | 1 | 825 |
| Nov 2011 | $51M | $35.5M | $15.6M | 1 | 101 |
| Jun 2011 | $51M | $35.5M | $15.6M | 5 | -- |
| Mar 2011 | $51M | $35.5M | $15.6M | 5 | -- |
| Jun 2010 | $32M | $17M | $15M | 5 | -- |
| Apr 2010 | $32M | $17M | $15M | 5 | -- |
| Feb 2010 | $32M | $17M | $15M | 5 | -- |
DateDec 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateNov 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateNov 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateJul 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateJun 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateApr 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees106
Clients0
DateFeb 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateJan 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateAug 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateAug 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees105
Clients0
DateNov 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateSep 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateJul 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateApr 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees96
Clients0
DateDec 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateDec 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateDec 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateOct 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateApr 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateApr 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees95
Clients0
DateNov 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateOct 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateOct 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateOct 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateOct 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateSep 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateJun 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateJun 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateJun 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateApr 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateMar 2021
Total AUM$765.8M
Discretionary$675M
Non-Disc.$90.8M
Employees70
Clients0
DateNov 2020
Total AUM$611.6M
Discretionary$566.9M
Non-Disc.$44.6M
Employees66
Clients30
DateSep 2020
Total AUM$611.6M
Discretionary$566.9M
Non-Disc.$44.6M
Employees66
Clients30
DateAug 2020
Total AUM$611.6M
Discretionary$566.9M
Non-Disc.$44.6M
Employees66
Clients30
DateJun 2020
Total AUM$611.6M
Discretionary$566.9M
Non-Disc.$44.6M
Employees66
Clients30
DateMar 2020
Total AUM$611.6M
Discretionary$566.9M
Non-Disc.$44.6M
Employees66
Clients30
DateMar 2020
Total AUM$418.2M
Discretionary$377.2M
Non-Disc.$40.9M
Employees55
Clients3,221
DateFeb 2020
Total AUM$418.2M
Discretionary$377.2M
Non-Disc.$40.9M
Employees55
Clients3,221
DateJul 2019
Total AUM$418.2M
Discretionary$377.2M
Non-Disc.$40.9M
Employees54
Clients3,221
DateMay 2019
Total AUM$418.2M
Discretionary$377.2M
Non-Disc.$40.9M
Employees54
Clients3,221
DateMar 2019
Total AUM$418.2M
Discretionary$377.2M
Non-Disc.$40.9M
Employees52
Clients3,221
DateMay 2018
Total AUM$319.3M
Discretionary$293.4M
Non-Disc.$25.9M
Employees42
Clients2,336
DateMar 2018
Total AUM$319.3M
Discretionary$293.4M
Non-Disc.$25.9M
Employees44
Clients2,336
DateFeb 2018
Total AUM$231M
Discretionary$219.2M
Non-Disc.$11.7M
Employees44
Clients2,000
DateFeb 2018
Total AUM$231M
Discretionary$219.2M
Non-Disc.$11.7M
Employees44
Clients2,000
DateFeb 2018
Total AUM$231M
Discretionary$219.2M
Non-Disc.$11.7M
Employees44
Clients2,000
DateNov 2017
Total AUM$231M
Discretionary$219.2M
Non-Disc.$11.7M
Employees44
Clients2,000
DateApr 2017
Total AUM$231M
Discretionary$219.2M
Non-Disc.$11.7M
Employees36
Clients2,000
DateMar 2017
Total AUM$231M
Discretionary$219.2M
Non-Disc.$11.7M
Employees36
Clients2,000
DateNov 2016
Total AUM$214.8M
Discretionary$183.3M
Non-Disc.$31.5M
Employees37
Clients1,900
DateAug 2016
Total AUM$214.8M
Discretionary$183.3M
Non-Disc.$31.5M
Employees37
Clients1,900
DateJul 2016
Total AUM$214.8M
Discretionary$183.3M
Non-Disc.$31.5M
Employees37
Clients1,900
DateMar 2016
Total AUM$214.8M
Discretionary$183.3M
Non-Disc.$31.5M
Employees37
Clients1,900
DateNov 2015
Total AUM$137.2M
Discretionary$113.5M
Non-Disc.$23.7M
Employees33
Clients1,155
DateMay 2015
Total AUM$137.2M
Discretionary$113.5M
Non-Disc.$23.7M
Employees33
Clients1,155
DateMar 2015
Total AUM$137.2M
Discretionary$113.5M
Non-Disc.$23.7M
Employees33
Clients1,155
DateJan 2015
Total AUM$174.2M
Discretionary$156.7M
Non-Disc.$17.5M
Employees33
Clients1,600
DateAug 2014
Total AUM$174.2M
Discretionary$156.7M
Non-Disc.$17.5M
Employees7
Clients1,600
DateApr 2014
Total AUM$174.2M
Discretionary$156.7M
Non-Disc.$17.5M
Employees7
Clients1,600
DateFeb 2013
Total AUM$139.2M
Discretionary$123.3M
Non-Disc.$15.9M
Employees17
Clients1,650
DateJan 2013
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees15
Clients800
DateOct 2012
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees1
Clients800
DateSep 2012
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees1
Clients800
DateSep 2012
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees1
Clients800
DateSep 2012
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees1
Clients800
DateAug 2012
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees1
Clients800
DateApr 2012
Total AUM$92M
Discretionary$79M
Non-Disc.$13M
Employees1
Clients800
DateFeb 2012
Total AUM$51M
Discretionary$35.5M
Non-Disc.$15.6M
Employees1
Clients825
DateJan 2012
Total AUM$51M
Discretionary$35.5M
Non-Disc.$15.6M
Employees1
Clients825
DateNov 2011
Total AUM$51M
Discretionary$35.5M
Non-Disc.$15.6M
Employees1
Clients101
DateJun 2011
Total AUM$51M
Discretionary$35.5M
Non-Disc.$15.6M
Employees5
Clients--
DateMar 2011
Total AUM$51M
Discretionary$35.5M
Non-Disc.$15.6M
Employees5
Clients--
DateJun 2010
Total AUM$32M
Discretionary$17M
Non-Disc.$15M
Employees5
Clients--
DateApr 2010
Total AUM$32M
Discretionary$17M
Non-Disc.$15M
Employees5
Clients--
DateFeb 2010
Total AUM$32M
Discretionary$17M
Non-Disc.$15M
Employees5
Clients--