# BROADOAK ASSET MANAGEMENT, LLC

BROADOAK ASSET MANAGEMENT, LLC of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 148901
- Type: SEC-registered investment adviser
- SEC file number: 801-121842
- Location: 4800 MONTGOMERY LANE, SUITE 230, BETHESDA, MD, 20814
- Phone: 301-358-2692
- Latest filing: 2026-04-30
- Regulatory AUM: $519.0M
- Discretionary AUM: $519.0M
- Clients: 10
- Accounts: 9

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| William Franklin Snider | MANAGING MEMBER; MANAGING PARTNER | Bethesda, MD |
| Lars Martin Hanan | MANAGING MEMBER | — |
| Donald Kyle Wilson | OWNER/PARTNER | — |
| Holly Scott Atallah | CHIEF COMPLIANCE OFFICER | — |
| SNIDER WILLIAM FRANKLIN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING PARTNER | — |
| HANAN LARS MARTIN | MANAGING MEMBER; MANAGING PARTNER | — |
| WILSON DONALD KYLE | OWNER/PARTNER | — |
| ATALLAH HOLLY SCOTT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148901/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148901/similar
- Related entities: https://search.stillhousedata.com/firm/148901/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148901

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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.