This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$414MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$414M

Private client RAUM

$406MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$103Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

2Schedule D 1.F, beyond the principal office

Accounts

687

Individual clients

118

High net worth clients

124

Custody, client assets

$106M

SEC number

801-110296

CIK

1726375

CRD

287856

Filings on the tape

20

First filed

Mar 28, 2017

Latest filed

Feb 23, 2026

Organised

Limited Liability Company, CA

• Occurred

  May 1, 2020
  Control person joined

  Brian David Watson (Owner) appeared on Schedule A of Oak Asset Management, Llc

  Form ADVobserved 5 days ago
• Occurred

  Mar 28, 2017
  First Form ADV filing

  Oak Asset Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4c9ce488-1cfd-5198-983d-e155a42e84c5

First observed

Mar 28, 2017

Last observed

Feb 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.