# OAK FINANCIAL GROUP INC

OAK FINANCIAL GROUP INC is an SEC-registered investment adviser.

## Registration

- CRD: 106293
- Type: SEC-registered investment adviser
- SEC file number: 801-40926
- Phone: 203-329-9043
- Latest filing: 2026-03-17
- Regulatory AUM: $177.2M
- Discretionary AUM: $175.1M
- Non-discretionary AUM: $2.1M
- Clients: 4
- Accounts: 138

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Korinne Palmer Murphy | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Merryl Hackman | SECRETARY | — |
| Neil David Hackman | PRESIDENT, CIO, CEO & OWNER | — |
| Kyra Elise Palmer | CO-CHIEF INVESTMENT OFFICER | — |
| HACKMAN MERRYL | OWNER; SECRETARY | — |
| HACKMAN NEIL DAVID | PRESIDENT & CEO; PRESIDENT, CEO & CCO; PRESIDENT, CEO & OWNER (+1 more) | — |
| PALMER KORINNE ALAYNE | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER; COO; COO & CCO | — |
| PALMER RICHARD ALLEN | EXECUTIVE VICE PRESIDENT; SVP | — |
| PALMER KYRA ELISE | CO-CHIEF INVESTMENT OFFICER | — |
| PASQUALINI HOPE | COO & CCO | — |
| MURPHY KORINNE PALMER | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106293/similar
- Related entities: https://search.stillhousedata.com/firm/106293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.