# WATER OAK ADVISORS, LLC

WATER OAK ADVISORS, LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 140486
- Type: SEC-registered investment adviser
- SEC file number: 801-66872
- Location: 145 LINCOLN AVENUE, SUITE A, WINTER PARK, FL, 32789-3836
- Phone: 407-567-2956
- Latest filing: 2020-07-17
- Regulatory AUM: $2.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $144.9M
- Clients: 16
- Accounts: 2,020

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| LEMONS LANCE CLARKE | PRESIDENT | — |
| HYLEN CHRISTOPHER HENRY | CHIEF COMPLIANCE OFFICER; DIRECTOR; VICE PRESIDENT (+1 more) | — |
| CURLEY STEPHEN ARMFIELD | CHIEF COMPLIANCE OFFICER; CHIEF INVESTMENT OFFICER / PRINCIPAL; DIRECTOR (+3 more) | — |
| MACAIONE SCOTT JOSEPH | DIRECTOR; DIRECTOR / HEAD OF ADVISORY SERVICES; HEAD OF ADVISORY SERVICES / PRINCIPAL | — |
| MENDOZA GREGORY JOSEPH | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS; MANAGER OF OPERATIONS | — |
| MENDOZA GREGORY J | CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS | — |
| JUDD REBECCA ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140486/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140486/similar
- Related entities: https://search.stillhousedata.com/firm/140486/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140486

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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.