# WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS INVESTMENT MANAGEMENT, INC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 170016
- Type: SEC-registered investment adviser
- SEC file number: 801-79237
- Location: 1717 2ND STREET, SUITE C, SARASOTA, FL, 34236
- Phone: 941-361-9000
- Latest filing: 2026-05-27
- Regulatory AUM: $496.1M
- Discretionary AUM: $496.1M
- Clients: 2
- Accounts: 11

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Sharon Alison Bloodworth | CEO AND CHIEF COMPLIANCE OFFICER | — |
| KLOSTERMAN ROBERT JOHN | CEO, CIO AND CCO; FOUNDER & ADVISOR | — |
| BLOODWORTH SHARON ALISON | CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170016/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170016/similar
- Related entities: https://search.stillhousedata.com/firm/170016/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170016

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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.