OAK ADVISORS, LLC

3 Clark Summit Drive
Suite 201
Bluffton, South Carolina 29910
Tel: 843-757-9339

About OAK ADVISORS, LLC

OAK ADVISORS, LLC, formally registered with the SEC as OAK ADVISORS, LLC. The firm was established in 10/25/2005. They have over 1 offices throughout the country.

OAK ADVISORS, LLC is a Bluffton, South Carolina based Financial Planning firm with nearly $209,512,283 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137192
SEC#	801-64842
Assets Managed by Firm	$209,512,283
No. of Clients	463
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	463	$209,512,283
Individuals (other than high net worth individuals)	106	$30,580,477
High net worth individuals	62	$178,461,542
Pension and profit sharing plans	Fewer than 5 clients	$231,063
Charitable organizations	Fewer than 5 clients	$239,201

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