Wealth Manager
    SEC Registered
    Manages Private Funds

    Silver Oak Securities, Inc.

    Registered investment advisor · Jackson, Tennessee · CRD #46947

    Assets Under Management
    $2.4B
    Client Accounts
    15,093
    Employees
    103
    CRD Number
    46947
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Silver Oak Securities, Inc.

    Silver Oak Securities, Inc. is a full-service investment advisor and broker-dealer founded in 1999, offering open architecture, low-cost clearing, and comprehensive planning services. It partners with CFA Mid-South and has over 33 years of experience in investment banking.

    Fee Structure

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

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    Frequently Asked Questions

    What is Silver Oak Securities, Inc.'s AUM?

    Silver Oak Securities, Inc. reports approximately $2.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Silver Oak Securities, Inc. headquartered?

    Silver Oak Securities, Inc. is headquartered in Jackson, Tennessee.

    What is Silver Oak Securities, Inc.'s CRD number?

    Silver Oak Securities, Inc.'s CRD number is 46947. 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 Silver Oak Securities, Inc. manage?

    Silver Oak Securities, Inc. manages approximately 15,093 client accounts according to its latest SEC filing.

    Is Silver Oak Securities, Inc. SEC registered?

    Yes, Silver Oak Securities, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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