OAK ADVISORS, LLC

OAK ADVISORS, LLC of BLUFFTON, SC is an SEC-registered investment adviser (CRD 137192). Regulatory assets under management: $284.7M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Michelle Ann MyhreMANAGING MEMBER
John Charles ChiacchieroCHIEF COMPLIANCE OFFICER (CCO) AND MANAGING MEMBER
MYHRE MICHELLE ANNMANAGING MEMBER
CHIACCHIERO JOHN CHARLESCHIEF COMPLIANCE OFFICER (CCO); CHIEF COMPLIANCE OFFICER (CCO) AND MANAGING MEMBER

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