SILVER OAK LEAF FINANCIAL SERVICES L.L.C.

SILVER OAK LEAF FINANCIAL SERVICES L.L.C. is an SEC-registered investment adviser (CRD 312191). Regulatory assets under management: $8.6M.

Registration

• CRD: 312191
• Type: Registered investment adviser
• Phone: 843-597-3418
• Latest filing: 2026-01-02
• Regulatory AUM: $8.6M
• Discretionary AUM: $8.6M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312191 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search