# OAK FAMILY ADVISORS, LLC

OAK FAMILY ADVISORS, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 141332
- Type: SEC-registered investment adviser
- SEC file number: 801-108109
- Location: 150 NORTH WACKER DRIVE, SUITE 1760, CHICAGO, IL, 60606-1607
- Phone: 312-373-7221
- Latest filing: 2026-06-11
- Regulatory AUM: $621.0M
- Discretionary AUM: $526.0M
- Non-discretionary AUM: $95.0M
- Clients: 6
- Accounts: 853

## Business model

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

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Charles Melcher Sloan | PRESIDENT | — |
| John Henry Fitzpatrick | FITZPATRICK IS THE SOLE MEMBER OF OAK FAMILY HOLDINGS LLC WHICH MANAGES OAK FAMILY ADVISORS, LLC; MANAGING MEMBER; NON-EXECUTIVE CHAIRMAN | — |
| Terrence Scott Wilson | CHIEF EXECUTIVE OFFICER | — |
| Kathleen Ann Helminski | CHIEF COMPLIANCE OFFICER | — |
| William Elliot Driscoll | DIRECTOR OF RESEARCH | — |
| WILSON DONALD SCOTT | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CO-CIO; CHIEF INVESTMENT OFFICER | — |
| SLOAN CHARLES MELCHER | PRESIDENT; PRESIDENT, CO-CIO | — |
| BETTERMAN JOHN JOSEPH | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| TUITE FRANCES ELIZABETH | CHIEF INVESTMENT OFFICER | — |
| FITZPATRICK JOHN HENRY | CHIEF COMPLIANCE OFFICER; FITZPATRICK IS THE SOLE MEMBER OF NORTH WATER INSURANCE ADVISORY SERVICES LLC WHICH OWNS 100% OF OAK FAMILY ADVISORS, LLC; FITZPATRICK IS THE SOLE MEMBER OF OAK FAMILY HOLDINGS LLC WHICH MANAGES OAK FAMILY ADVISORS, LLC (+2 more) | — |
| SEAVER CHRISTINE LYNN | CHIEF COMPLIANCE OFFICER | — |
| DRISCOLL WILLIAM ELLIOT | DIRECTOR OF RESEARCH | — |
| HELMINSKI KATHLEEN ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141332/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141332/similar
- Related entities: https://search.stillhousedata.com/firm/141332/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141332

---

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.