OAK BROOK ADVISORS, LLC

OAK BROOK ADVISORS, LLC of LAKEWOOD RANCH, FL is an SEC-registered investment adviser (CRD 118151). Regulatory assets under management: $17.0M.

Registration

• CRD: 118151
• Type: Registered investment adviser
• Location: 8470 ENTERPRISE CIRCLE, LAKEWOOD RANCH, FL, 34202
• Phone: 704-376-6161
• Latest filing: 2026-03-26
• Regulatory AUM: $17.0M
• Non-discretionary AUM: $17.0M
• Clients: 2
• Accounts: 91

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118151 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search