DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Silver Oak Advisory Group
Legal name Silver Oak Advisory Group, Inc.
Latest filing Jul 1, 2026
First filing on the tape Jan 30, 2012 · 29 filings
SEC status approved since Sep 13, 1991
RAUM
$419M
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
98%
$411M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$140M
derived; firm RAUM over IAPD count
Employees
8
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$419M as of Jul 1, 2026
Jan 30, 2012$122M then
HNW client RAUM$378M as of Jul 1, 2026
Mar 9, 2018$199M then
State-registered IARs (5.B.3)3 as of Jul 1, 2026
Jan 30, 20120 then
Employees (5.A)8 as of Jul 1, 2026
Mar 26, 20136 then
Private funds: no history
RAUM +13% over the last fiscal year+11% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Jul 1, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $140MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 63derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $567,664derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%derivedof RAUM
- Institutional
- 1.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.7derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.6%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$378M90%
- Individuals$32.7M7.8%
- Charitable organizations$7.8M1.9%
- Individual clients
- 50reported
- HNW clients
- 140reported
- Pension plan clients
- n/areported
- Charitable clients
- 3reported
- Accounts
- 738reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jessica Marie HoweCertified Financial Planner | Portland, Or | May 26, 2008 | 21 y | 0 |
| Brent Cole HunsbergerCertified Financial Planner | Portland, Or | Jan 6, 2014 | 15 y | 1 |
| Parker Michael GallagherCertified Financial Planner | Portland, Or | Dec 17, 2024 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Megan Elizabeth Buchanan to Horizons Sustainable Financial Services, Inc.May 1, 2025 · RIA to RIA
- Andrea Elizabeth Vedder to Tessara WealthJun 2, 2023 · RIA to RIA
Joined, latest
- Parker Michael Gallagher from Allen Capital Management, LLCDec 17, 2024 · RIA to RIA
- Brent Cole Hunsberger from New Outlook Financial, LLCJan 6, 2014 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Jessica Howe · Presidentcontrolsince 01/2012 · owns 75% or more
- Boorman Joanne · Chief Compliance Officersince 07/2021 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Portland, Or · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 717 to 738Oct 23, 2025 to Feb 13, 2026
- HNW clients · 128 to 140Oct 23, 2025 to Feb 13, 2026
- Individual clients · 59 to 50Oct 23, 2025 to Feb 13, 2026
- Employees · 9 to 8Oct 23, 2025 to Feb 13, 2026
- State-registered IARs · 4 to 3Oct 23, 2025 to Feb 13, 2026
- Discretionary RAUM · $300M to $341MOct 23, 2025 to Feb 13, 2026
- HNW RAUM · $325M to $378MOct 23, 2025 to Feb 13, 2026
- Individual RAUM · $38.6M to $32.7MOct 23, 2025 to Feb 13, 2026
- Non-discretionary RAUM · $71.9M to $78.3MOct 23, 2025 to Feb 13, 2026
- RAUM · $372M to $419MOct 23, 2025 to Feb 13, 2026
- Accounts · 694 to 717Feb 13, 2024 to Feb 21, 2025
- Advisory employees · 6 to 7Feb 13, 2024 to Feb 21, 2025
- Charity clients · 2 to 3Feb 13, 2024 to Feb 21, 2025
- HNW clients · 125 to 128Feb 13, 2024 to Feb 21, 2025
- Employees · 8 to 9Feb 13, 2024 to Feb 21, 2025
- Financial planning clients · 251-500 to 251-500Feb 13, 2024 to Feb 21, 2025
- State-registered IARs · 3 to 4Feb 13, 2024 to Feb 21, 2025
- Discretionary RAUM · $281M to $300MFeb 13, 2024 to Feb 21, 2025
- HNW RAUM · $302M to $325MFeb 13, 2024 to Feb 21, 2025
- Individual RAUM · $39.5M to $38.6MFeb 13, 2024 to Feb 21, 2025
- Non-discretionary RAUM · $70.4M to $71.9MFeb 13, 2024 to Feb 21, 2025
- RAUM · $351M to $372MFeb 13, 2024 to Feb 21, 2025
- Accounts · 667 to 694Feb 15, 2023 to Feb 13, 2024
- Advisory employees · 5 to 6Feb 15, 2023 to Feb 13, 2024
- HNW clients · 108 to 125Feb 15, 2023 to Feb 13, 2024
- Individual clients · 67 to 59Feb 15, 2023 to Feb 13, 2024
- Employees · 7 to 8Feb 15, 2023 to Feb 13, 2024
- Financial planning clients · 101-250 to 251-500Feb 15, 2023 to Feb 13, 2024
- State-registered IARs · 4 to 3Feb 15, 2023 to Feb 13, 2024
- Discretionary RAUM · $220M to $281MFeb 15, 2023 to Feb 13, 2024
- HNW RAUM · $248M to $302MFeb 15, 2023 to Feb 13, 2024
- Individual RAUM · $45.5M to $39.5MFeb 15, 2023 to Feb 13, 2024
- Non-discretionary RAUM · $83.8M to $70.4MFeb 15, 2023 to Feb 13, 2024
- RAUM · $303M to $351MFeb 15, 2023 to Feb 13, 2024
- Accounts · 653 to 667Jul 14, 2022 to Feb 15, 2023
- HNW clients · 49 to 108Jul 14, 2022 to Feb 15, 2023
- Individual clients · 123 to 67Jul 14, 2022 to Feb 15, 2023
- State-registered IARs · 3 to 4Jul 14, 2022 to Feb 15, 2023
- Discretionary RAUM · $252M to $220MJul 14, 2022 to Feb 15, 2023
- HNW RAUM · $34.2M to $248MJul 14, 2022 to Feb 15, 2023
Signals
3 dated events
- Megan Elizabeth Buchanan left Silver Oak Advisory Group for Horizons Sustainable Financial Services, Inc. (registered 2025-05-14)May 1, 2025 · Advisor changed firm · fact
- Andrea Elizabeth Vedder left Silver Oak Advisory Group for Tessara Wealth (registered 2023-10-25)Jun 2, 2023 · Advisor changed firm · fact
- 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)Jul 1, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- clientservice@silveroak.netreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 503-242-1715reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/silver-oak-advisory-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- SILVEROAK.NETreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 503-242-1715reportedpublic record, Form ADV, Jul 1, 2026
- Contact form
- silveroak.net/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- silveroak.net/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $140Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026