Wealth Manager
    Manages Private Funds

    Oak Maple Finance, LLC

    Registered investment advisor · Burlington, Vermont · CRD #322908

    Assets Under Management
    $93M
    Client Accounts
    186
    Employees
    5
    CRD Number
    322908
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oak Maple Finance, LLC

    Oak Maple Finance, LLC is a registered investment advisory firm headquartered in Burlington, Vermont, managing approximately $93M in regulatory assets across 186 client accounts. The firm's full regulatory record is filed with the SEC under CRD #322908.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Oak Maple Finance, LLC

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    Frequently Asked Questions

    What is Oak Maple Finance, LLC's AUM?

    Oak Maple Finance, LLC reports approximately $93M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oak Maple Finance, LLC headquartered?

    Oak Maple Finance, LLC is headquartered in Burlington, Vermont.

    What is Oak Maple Finance, LLC's CRD number?

    Oak Maple Finance, LLC's CRD number is 322908. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oak Maple Finance, LLC manage?

    Oak Maple Finance, LLC manages approximately 186 client accounts according to its latest SEC filing.

    Is Oak Maple Finance, LLC SEC registered?

    Oak Maple Finance, LLC is registered as a STATE investment adviser.

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