# OAK ASSET MANAGEMENT, LLC

OAK ASSET MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287856
- Type: SEC-registered investment adviser
- SEC file number: 801-110296
- Location: 2535 TOWNSGATE ROAD, SUITE 300, WESTLAKE VILLAGE, CA, 91361
- Phone: (805) 778-0818
- Latest filing: 2026-02-23
- Regulatory AUM: $413.8M
- Discretionary AUM: $413.8M
- Clients: 4
- Accounts: 687

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jack Travis Noe | MANAGING MEMBER; MANAGING PARTNER | — |
| Janet Marie Robinson | MANAGING PARTNER | — |
| Thomas Joseph Robertson | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| David Brian Watson | OWNER | — |
| ROBINSON VICTORIA MARIE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WATSON DAVID BRIAN | MANGING MEMBER; OWNER | — |
| NOE JACK TRAVIS | MANAGING MEMBER | — |
| ROBERTSON THOMAS JOSEPH | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287856/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287856/similar
- Related entities: https://search.stillhousedata.com/firm/287856/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287856

---

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.