# SILVER OAK ADVISORY GROUP, INC.

SILVER OAK ADVISORY GROUP, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 108298
- Type: SEC-registered investment adviser
- SEC file number: 801-39897
- Location: 1130 SW MORRISON ST, STE 312, PORTLAND, OR, 97205-2217
- Phone: 503-242-1715
- Latest filing: 2026-07-01
- Regulatory AUM: $418.9M
- Discretionary AUM: $340.6M
- Non-discretionary AUM: $78.3M
- Clients: 8
- Accounts: 738

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jessica Marie Howe | PRESIDENT | — |
| Joanne Boorman | CHIEF COMPLIANCE OFFICER | — |
| THOMAS DEBORAH LEOLA | CHIEF COMPLIANCE OFFICER/PRESIDENT; FOUNDER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| HOWE DONNA MARIE | PRESIDENT | — |
| SCHLAUCH DEBORAH | PRESIDENT | — |
| GILBERT BENJAMIN EZRA | SECRETARY AND TREASURER; SECRETARY, TREASURER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108298/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108298/similar
- Related entities: https://search.stillhousedata.com/firm/108298/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108298

---

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.