OAK ADVISORS, LLC

BLUFFTON, South Carolina·2 registered advisors·CRD# 137192

SEC# 801-648420843-757-9339

01

Firm Overview

AUM

$210M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at OAK ADVISORS, LLC

2 registered advisors

John Charles Chiacchiero

BLUFFTON, South Carolina

Michelle Ann Myhre

BLUFFTON, South Carolina

05

Office Locations

BLUFFTON, South Carolina

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Data sourced from SEC Form ADV filings. OAK ADVISORS, LLC (CRD# 137192) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.