OAKE FINANCIAL LLC

OAKE FINANCIAL LLC is an SEC-registered investment adviser (CRD 316992). Regulatory assets under management: $23.8M.

Registration

• CRD: 316992
• Type: Registered investment adviser
• Phone: 7042520275
• Latest filing: 2026-01-27
• Regulatory AUM: $23.8M
• Discretionary AUM: $23.8M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316992 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search