WHITE OAK FINANCIAL MANAGEMENT, INC of ASHEVILLE, NC is an SEC-registered investment adviser (CRD 142615). Regulatory assets under management: $143.5M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Laura Cummings Mccue | PRESIDENT/CEO | — |
| Priestley Cummings Ford | VICE PRESIDENT/COO | — |
| Brent Adams Ford | TREASURER/CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | — |
| MCCUE LAURA CUMMINGS | PRESIDENT; PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | — |
| FORD PRIESTLEY CUMMINGS | VICE PRESIDENT/COO; VICE PRESIDENT/OPERATIONS MANAGER | — |
| CUMMINGS JEANNE PRIESTLEY | VICE PRESIDENT/OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | — |
| CUMMINGS JEANNE P | VICE PRESIDENT/OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | — |