OAKWATER FINANCIAL

OAKWATER FINANCIAL of RUSTON, LA is an SEC-registered investment adviser (CRD 325181). Regulatory assets under management: $15.3M.

Registration

• CRD: 325181
• Type: Registered investment adviser
• Location: 921 N TRENTON ST, RUSTON, LA, 71270
• Phone: (318) 702-3035
• Latest filing: 2026-03-30
• Regulatory AUM: $15.3M
• Discretionary AUM: $15.3M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, 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 325181 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search