RIGHTOAK ASSET MANAGEMENT, LLC

RIGHTOAK ASSET MANAGEMENT, LLC of GRAND LEDGE, MI is an SEC-registered investment adviser (CRD 337832). Regulatory assets under management: $111.9M.

Registration

• CRD: 337832
• SEC file number: 801-134408
• Type: Registered investment adviser
• Location: 14821 WACOUSTA RD, GRAND LEDGE, MI, 48837
• Phone: 517-306-4884
• Latest filing: 2026-06-18
• Regulatory AUM: $111.9M
• Discretionary AUM: $111.9M
• Clients: 7
• Accounts: 1,026

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337832 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search