OAKLEY FINANCIAL LLC

OAKLEY FINANCIAL LLC is an SEC-registered investment adviser (CRD 328793). Regulatory assets under management: $53.3M.

Registration

• CRD: 328793
• Type: Registered investment adviser
• Phone: 585-465-2220
• Latest filing: 2026-03-13
• Regulatory AUM: $53.3M
• Non-discretionary AUM: $53.3M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search