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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SILVER OAK ADVISORY GROUP

SILVER OAK ADVISORY GROUP, INC., CRD 108298

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af50ae2c-c44c-b58f-2d06-c1cb4c7f9993

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jan 30, 2012 to Jul 1, 2026
29 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: $419MItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $341M
Private client RAUM: $411MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 738
Individual clients: 50
High net worth clients: 140
SEC number: 801-39897
CRD: 108298
Filings on the tape: 29
First filed: Jan 30, 2012
Latest filed: Jul 1, 2026
Organised: Corporation, OR

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JESSICA MARIE HOWE	Certified Financial Planner	PORTLAND, OR	18	21	n/a	no
BRENT COLE HUNSBERGER	Certified Financial Planner	Portland, OR	12	15	1	no
Parker Michael Gallagher	Certified Financial Planner	PORTLAND, OR	1	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOWE, JESSICA, MARIE	President	E	yes	01/2012	Apr 20, 2012	Feb 13, 2024
Joanne, Boorman	CHIEF COMPLIANCE OFFICER	Na	no	07/2021	Jul 1, 2021	Feb 13, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 13, 2026	$419M	$341M	8	7	0	n/a	n/a
2024	Feb 21, 2025	$372M	$300M	9	7	0	n/a	n/a
2023	Feb 13, 2024	$351M	$281M	8	6	0	n/a	n/a
2022	Feb 15, 2023	$303M	$220M	7	5	0	n/a	n/a
2021	Feb 21, 2022	$343M	$252M	7	5	0	n/a	n/a
2020	Feb 9, 2021	$295M	$211M	7	5	0	n/a	n/a
2019	Feb 14, 2020	$265M	$189M	8	5	0	n/a	n/a
2018	Feb 13, 2019	$236M	$170M	6	5	0	n/a	n/a
2017	Mar 9, 2018	$242M	$233M	6	4	0	n/a	n/a
2016	Mar 6, 2017	$214M	$206M	6	4	n/a	n/a	n/a
2015	Mar 8, 2016	$188M	$180M	6	3	n/a	n/a	n/a
2014	Mar 25, 2015	$175M	$165M	6	4	n/a	n/a	n/a
2013	Feb 28, 2014	$149M	$106M	6	4	n/a	n/a	n/a
2012	Mar 26, 2013	$131M	$0	6	4	n/a	n/a	n/a
2011	Jan 30, 2012	$122M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$419M	$372M	12.6%	$303M	11.3%	8	9	0	0

Relationships

Registered with (5)

← Parker Michael GallagherAdvisorregistration: current employment
Dec 17, 2024 to presentfactForm ADV
← BRENT COLE HUNSBERGERAdvisorregistration: current employment
Jan 6, 2014 to presentfactForm ADV
← JESSICA MARIE HOWEAdvisorregistration: current employment
May 26, 2008 to presentfactForm ADV
← Megan Elizabeth BuchananAdvisorregistration: previous registration
Nov 20, 2020 to May 1, 2025factForm ADV
← Andrea Elizabeth VedderAdvisorregistration: previous registration
Jan 4, 2023 to Jun 2, 2023factForm ADV

Controls (1)

← HOWE, JESSICA, MARIEOwnerPRESIDENT, ownership code E, individual
Apr 20, 2012 to Feb 13, 2024factForm ADV

Owns (1)

← Joanne, BoormanOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 1, 2021 to Feb 13, 2024factForm ADV

Dated events

Occurred
May 1, 2025
Advisor changed firm
Megan Elizabeth Buchanan left Silver Oak Advisory Group for Horizons Sustainable Financial Services, Inc. (registered 2025-05-14)
Form ADVobserved 6 days ago
Occurred
Jun 2, 2023
Advisor changed firm
Andrea Elizabeth Vedder left Silver Oak Advisory Group for Tessara Wealth (registered 2023-10-25)
Form ADVobserved 6 days ago
Occurred
Jul 1, 2021
Control person left
Ezra Benjamin Gilbert (Secretary, Treasurer And Chief Compliance Officer) no longer on Schedule A of Silver Oak Advisory Group (listed 2021-02-09, absent 2021-07-01)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af50ae2c-c44c-b58f-2d06-c1cb4c7f9993
First observed: Jan 30, 2012
Last observed: Jul 1, 2026 2 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.

SILVER OAK ADVISORY GROUP

SILVER OAK ADVISORY GROUP, INC., CRD 108298

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af50ae2c-c44c-b58f-2d06-c1cb4c7f9993

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JESSICA MARIE HOWE

Certified Financial Planner

PORTLAND, OR

n/a

BRENT COLE HUNSBERGER

Certified Financial Planner

Portland, OR

Parker Michael Gallagher

Certified Financial Planner

PORTLAND, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOWE, JESSICA, MARIE

President

yes

01/2012

Apr 20, 2012

Feb 13, 2024

Joanne, Boorman

CHIEF COMPLIANCE OFFICER

07/2021

Jul 1, 2021

Feb 13, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 13, 2026

$419M

$341M

n/a

2024

Feb 21, 2025

$372M

$300M

n/a

2023

Feb 13, 2024

$351M

$281M

n/a

2022

Feb 15, 2023

$303M

$220M

n/a

2021

Feb 21, 2022

$343M

$252M

n/a

2020

Feb 9, 2021

$295M

$211M

n/a

2019

Feb 14, 2020

$265M

$189M

n/a

2018

Feb 13, 2019

$236M

$170M

n/a

2017

Mar 9, 2018

$242M

$233M

n/a

2016

Mar 6, 2017

$214M

$206M

n/a

2015

Mar 8, 2016

$188M

$180M

n/a

2014

Mar 25, 2015

$175M

$165M

n/a

2013

Feb 28, 2014

$149M

$106M

n/a

2012

Mar 26, 2013

$131M

n/a

2011

Jan 30, 2012

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$419M

$372M

12.6%

$303M

11.3%