OLD OAK ADVISORS, LLC

OLD OAK ADVISORS, LLC of VESTAVIA HILLS, AL is an SEC-registered investment adviser (CRD 159893). Regulatory assets under management: $24.8M.

Registration

• CRD: 159893
• Type: Registered investment adviser
• Location: 1025 MONTGOMERY HWY., VESTAVIA HILLS, AL, 35216
• Phone: 205-538-2440
• Latest filing: 2026-04-13
• Regulatory AUM: $24.8M
• Discretionary AUM: $22.3M
• Non-discretionary AUM: $2.5M
• Clients: 1
• Accounts: 210

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: 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 159893 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search