# OAK TRAIL ADVISORS, LLC

OAK TRAIL ADVISORS, LLC of TOLEDO, OH is an SEC-registered investment adviser.

## Registration

- CRD: 296842
- Type: SEC-registered investment adviser
- SEC file number: 801-113226
- Location: 6591 W. CENTRAL AVE, SUITE 108, TOLEDO, OH, 43617
- Phone: 419.842.0334
- Latest filing: 2018-07-30
- Regulatory AUM: $202.8M
- Discretionary AUM: $155.8M
- Non-discretionary AUM: $47.1M
- Clients: 6
- Accounts: 1,545

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [AFZAL SHAMS](https://search.stillhousedata.com/person/819754) | PRESIDENT | — |
| [BLAZEY BRITTANY NICOLE](https://search.stillhousedata.com/person/848070) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296842/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296842/similar
- Related entities: https://search.stillhousedata.com/firm/296842/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296842

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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.