OAKLEAF ASSET ADVISORS

OAKLEAF ASSET ADVISORS is an SEC-registered investment adviser (CRD 153182). Regulatory assets under management: $22.1M.

Registration

• CRD: 153182
• Type: Registered investment adviser
• Phone: 559-321-8539
• Latest filing: 2026-03-16
• Regulatory AUM: $22.1M
• Discretionary AUM: $19.9M
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153182 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search