VALLEY OAK INVESTMENT STRATEGIES LLC

VALLEY OAK INVESTMENT STRATEGIES LLC of KALAMAZOO, MI is an SEC-registered investment adviser (CRD 336621). Regulatory assets under management: $43.4M.

Registration

• CRD: 336621
• Type: Registered investment adviser
• Location: 6011 STADIUM DRIVE, KALAMAZOO, MI, 49009
• Phone: 269-492-7220
• Latest filing: 2026-04-28
• Regulatory AUM: $43.4M
• Discretionary AUM: $18.8M
• Non-discretionary AUM: $24.6M
• Clients: 7
• Accounts: 357

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 336621 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search