# WHITE OAK FINANCIAL MANAGEMENT, INC

WHITE OAK FINANCIAL MANAGEMENT, INC of ASHEVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 142615
- Type: SEC-registered investment adviser
- SEC file number: 801-131079
- Location: 1270 HENDERSONVILLE ROAD, SUITE #4, ASHEVILLE, NC, 28803
- Phone: 828-274-7844
- Latest filing: 2026-01-13
- Regulatory AUM: $143.5M
- Discretionary AUM: $143.4M
- Non-discretionary AUM: $130K
- Clients: 3
- Accounts: 905

## Business model

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

## Officers, owners & control persons (7)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142615/similar
- Related entities: https://search.stillhousedata.com/firm/142615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142615

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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.