SOLID OAK ADVISORY

SOLID OAK ADVISORY of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 300575). Regulatory assets under management: $1.8M.

Registration

• CRD: 300575
• Type: Registered investment adviser
• Location: 100 SOUTH COMMONS, PITTSBURGH, PA, 15212
• Phone: (724) 221-7272
• Latest filing: 2026-03-31
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300575 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search